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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 | $2,679 | $93,098-97.1% | $77,081-96.5% | $134,509-98.0% |
| Participation rate | 82.4% | 74.5%+7.9pp | 67.9%+14.4pp | 81.2%+1.1pp |
| Annual return | -39.37% | 62.63%-102.0pp | 42.33%-81.7pp | 418.13%-457.5pp |
| Employer contribution / active EE | $1,080 | $3,419-68.4% | $2,813-61.6% | $4,741-77.2% |
| Participant deferral / active EE | $1,395 | $5,239-73.4% | $4,428-68.5% | $6,400-78.2% |
| Admin fee / account holder | $38 | $6,945-99.4% | $5,427-99.3% | $11,427-99.7% |