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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 | $4,211 | $154,193-97.3% | $130,045-96.8% | $139,466-97.0% |
| Participation rate | 78.6% | 82.0%-3.4pp | 78.5%+0.1pp | 80.3%-1.8pp |
| Annual return | 3.49% | 32.51%-29.0pp | -137.30%+140.8pp | 373.66%-370.2pp |
| Employer contribution / active EE | $1,429 | $5,292-73.0% | $4,321-66.9% | $4,754-69.9% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $43 | $13,989-99.7% | $10,600-99.6% | $11,409-99.6% |