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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 | $2,538 | $152,542-98.3% | $117,498-97.8% | $134,509-98.1% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -24.65% | 53.02%-77.7pp | 29.75%-54.4pp | 418.13%-442.8pp |
| Employer contribution / active EE | $741 | $5,574-86.7% | $4,178-82.3% | $4,741-84.4% |
| Participant deferral / active EE | $771 | $4,819-84.0% | $4,071-81.1% | $6,400-88.0% |
| Admin fee / account holder | $3 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |