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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 | $8,869 | $133,998-93.4% | $112,263-92.1% | $134,545-93.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -29.79% | 47.17%-77.0pp | 27.49%-57.3pp | 418.37%-448.2pp |
| Employer contribution / active EE | $1,747 | $4,040-56.8% | $3,636-52.0% | $4,742-63.2% |
| Participant deferral / active EE | $6,464 | $5,292+22.1% | $4,729+36.7% | $6,401+1.0% |
| Admin fee / account holder | $2 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |