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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 | $6,245 | $152,542-95.9% | $117,498-94.7% | $134,509-95.4% |
| Participation rate | 93.3% | 77.1%+16.2pp | 70.6%+22.7pp | 81.2%+12.1pp |
| Annual return | -55.70% | 53.02%-108.7pp | 29.75%-85.4pp | 418.13%-473.8pp |
| Employer contribution / active EE | $1,910 | $5,574-65.7% | $4,178-54.3% | $4,741-59.7% |
| Participant deferral / active EE | $4,428 | $4,819-8.1% | $4,071+8.8% | $6,400-30.8% |
| Admin fee / account holder | $153 | $7,006-97.8% | $5,646-97.3% | $11,427-98.7% |