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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 | $5,797 | $138,078-95.8% | $125,363-95.4% | $134,509-95.7% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -24.51% | 750.49%-775.0pp | 572.15%-596.7pp | 418.13%-442.6pp |
| Employer contribution / active EE | $1,434 | $5,245-72.7% | $4,815-70.2% | $4,741-69.7% |
| Participant deferral / active EE | $2,650 | $7,800-66.0% | $7,447-64.4% | $6,400-58.6% |
| Admin fee / account holder | $99 | $11,566-99.1% | $10,005-99.0% | $11,427-99.1% |