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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 | $3,381 | $138,075-97.6% | $123,552-97.3% | $135,379-97.5% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -17.22% | 153.70%-170.9pp | 119.20%-136.4pp | 519.79%-537.0pp |
| Employer contribution / active EE | $1,116 | $5,152-78.3% | $4,628-75.9% | $4,779-76.7% |
| Participant deferral / active EE | $2,674 | $6,800-60.7% | $6,426-58.4% | $5,609-52.3% |
| Admin fee / account holder | $2 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |