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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 | $7,134 | $134,001-94.7% | $112,258-93.6% | $134,509-94.7% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -32.62% | 47.15%-79.8pp | 27.47%-60.1pp | 418.13%-450.8pp |
| Employer contribution / active EE | $2,000 | $4,039-50.5% | $3,636-45.0% | $4,741-57.8% |
| Participant deferral / active EE | $3,603 | $5,291-31.9% | $4,728-23.8% | $6,400-43.7% |
| Admin fee / account holder | $130 | $7,491-98.3% | $6,411-98.0% | $11,427-98.9% |