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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 | $4,174 | $90,486-95.4% | $78,676-94.7% | $273,972-98.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.38% | 75.62%-78.0pp | 62.19%-64.6pp | 41.46%-43.8pp |
| Employer contribution / active EE | $1,057 | $3,175-66.7% | $2,850-62.9% | $4,869-78.3% |
| Participant deferral / active EE | $1,130 | $3,901-71.0% | $3,517-67.9% | $5,287-78.6% |
| Admin fee / account holder | $138 | $5,263-97.4% | $4,510-96.9% | $10,133-98.6% |