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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 | $2,088 | $106,557-98.0% | $91,227-97.7% | $134,545-98.4% |
| Participation rate | 87.5% | 76.8%+10.7pp | 73.2%+14.3pp | 81.2%+6.3pp |
| Annual return | -29.21% | 160.81%-190.0pp | 114.14%-143.3pp | 418.37%-447.6pp |
| Employer contribution / active EE | $887 | $3,332-73.4% | $2,851-68.9% | $4,742-81.3% |
| Participant deferral / active EE | $1,386 | $4,719-70.6% | $4,234-67.3% | $6,401-78.4% |
| Admin fee / account holder | $184 | $6,235-97.1% | $5,423-96.6% | $11,431-98.4% |