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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 | $4,615 | $135,956-96.6% | $123,894-96.3% | $273,972-98.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -100.52% | 56.63%-157.1pp | 47.52%-148.0pp | 41.46%-142.0pp |
| Employer contribution / active EE | $18,526 | $5,170+258.4% | $4,617+301.3% | $4,869+280.5% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $138 | $9,817-98.6% | $8,357-98.3% | $10,133-98.6% |