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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 | $5,305 | $99,644-94.7% | $86,438-93.9% | $134,532-96.1% |
| Participation rate | 88.2% | 82.1%+6.2pp | 80.3%+7.9pp | 81.2%+7.0pp |
| Annual return | -27.61% | 6787.26%-6814.9pp | 4397.19%-4424.8pp | 418.27%-445.9pp |
| Employer contribution / active EE | $1,631 | $4,402-63.0% | $3,769-56.7% | $4,741-65.6% |
| Participant deferral / active EE | $5,320 | $7,247-26.6% | $6,952-23.5% | $6,401-16.9% |
| Admin fee / account holder | $119 | $8,375-98.6% | $6,733-98.2% | $11,429-99.0% |