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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 | $4,606 | $167,362-97.2% | $143,799-96.8% | $134,532-96.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -632.92% | 0.47%-633.4pp | -0.04%-632.9pp | 418.27%-1051.2pp |
| Employer contribution / active EE | $1,304 | $5,620-76.8% | $4,952-73.7% | $4,741-72.5% |
| Participant deferral / active EE | $4,607 | $6,447-28.5% | $5,638-18.3% | $6,401-28.0% |
| Admin fee / account holder | $14 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |