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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 | $4,037 | $67,396-94.0% | $60,919-93.4% | $134,545-97.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -23.95% | 50.12%-74.1pp | 16.96%-40.9pp | 418.37%-442.3pp |
| Employer contribution / active EE | $724 | $3,101-76.6% | $2,704-73.2% | $4,742-84.7% |
| Participant deferral / active EE | $1,037 | $4,534-77.1% | $3,814-72.8% | $6,401-83.8% |
| Admin fee / account holder | $135 | $4,590-97.1% | $3,228-95.8% | $11,431-98.8% |