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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 | $6,156 | $168,635-96.3% | $147,617-95.8% | $125,389-95.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.80% | 77.65%-84.5pp | 61.98%-68.8pp | 282.24%-289.0pp |
| Employer contribution / active EE | $1,731 | $6,252-72.3% | $5,564-68.9% | $4,866-64.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $76 | $13,580-99.4% | $11,612-99.3% | $9,541-99.2% |