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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 | $4,994 | $131,835-96.2% | $108,582-95.4% | $273,972-98.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -0.86% | -91.57%+90.7pp | -51.70%+50.8pp | 41.46%-42.3pp |
| Employer contribution / active EE | $2,840 | $4,913-42.2% | $3,758-24.4% | $4,869-41.7% |
| Participant deferral / active EE | $2,953 | $5,127-42.4% | $4,311-31.5% | $5,287-44.2% |
| Admin fee / account holder | $171 | $10,253-98.3% | $7,645-97.8% | $10,133-98.3% |