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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 | $2,654 | $93,117-97.2% | $77,096-96.6% | $134,532-98.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -27.37% | 62.67%-90.0pp | 42.35%-69.7pp | 418.27%-445.6pp |
| Employer contribution / active EE | $1,007 | $3,420-70.5% | $2,814-64.2% | $4,741-78.8% |
| Participant deferral / active EE | $1,085 | $5,241-79.3% | $4,429-75.5% | $6,401-83.1% |
| Admin fee / account holder | $12 | $6,948-99.8% | $5,428-99.8% | $11,429-99.9% |