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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,733 | $134,001-95.0% | $112,258-94.0% | $134,509-95.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -24.24% | 47.15%-71.4pp | 27.47%-51.7pp | 418.13%-442.4pp |
| Employer contribution / active EE | $1,607 | $4,039-60.2% | $3,636-55.8% | $4,741-66.1% |
| Participant deferral / active EE | $2,689 | $5,291-49.2% | $4,728-43.1% | $6,400-58.0% |
| Admin fee / account holder | $45 | $7,491-99.4% | $6,411-99.3% | $11,427-99.6% |