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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 | $7,889 | $183,539-95.7% | $155,556-94.9% | $145,897-94.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -5.68% | 61.31%-67.0pp | 64.84%-70.5pp | 552.29%-558.0pp |
| Employer contribution / active EE | $1,280 | $5,315-75.9% | $4,675-72.6% | $4,663-72.5% |
| Participant deferral / active EE | $1,933 | $6,467-70.1% | $5,631-65.7% | $6,689-71.1% |
| Admin fee / account holder | $282 | $19,275-98.5% | $15,885-98.2% | $13,390-97.9% |