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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 | $3,741 | $81,504-95.4% | $102,437-96.3% | $80,959-95.4% |
| Participation rate | 98.0% | 66.9%+31.1pp | 74.5%+23.5pp | 67.7%+30.3pp |
| Annual return | -160.55% | 25.60%-186.1pp | 24.95%-185.5pp | 35.67%-196.2pp |
| Employer contribution / active EE | $5,955 | $3,104+91.9% | $3,871+53.8% | $2,757+116.0% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $164 | $6,719-97.6% | $8,388-98.0% | $6,925-97.6% |