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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 | $3,750 | $64,311-94.2% | $57,356-93.5% | $125,389-97.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -8.24% | 25.14%-33.4pp | 24.41%-32.6pp | 282.24%-290.5pp |
| Employer contribution / active EE | $1,005 | $3,193-68.5% | $2,689-62.6% | $4,866-79.3% |
| Participant deferral / active EE | $4,640 | $3,846+20.6% | $3,162+46.8% | $5,352-13.3% |
| Admin fee / account holder | $150 | $5,243-97.1% | $3,357-95.5% | $9,541-98.4% |