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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 | $5,982 | $99,644-94.0% | $86,438-93.1% | $134,532-95.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -35.55% | 6787.26%-6822.8pp | 4397.19%-4432.7pp | 418.27%-453.8pp |
| Employer contribution / active EE | $2,640 | $4,402-40.0% | $3,769-30.0% | $4,741-44.3% |
| Participant deferral / active EE | $6,717 | $7,247-7.3% | $6,952-3.4% | $6,401+4.9% |
| Admin fee / account holder | $293 | $8,375-96.5% | $6,733-95.7% | $11,429-97.4% |