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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 | $8,390 | $176,402-95.2% | $134,162-93.7% | $158,982-94.7% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -0.38% | 63.66%-64.0pp | 36.35%-36.7pp | 302.99%-303.4pp |
| Employer contribution / active EE | $462 | $5,042-90.8% | $3,705-87.5% | $4,763-90.3% |
| Participant deferral / active EE | $373 | $4,093-90.9% | $3,500-89.4% | $5,983-93.8% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |