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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 | $4,866 | $211,239-97.7% | $178,528-97.3% | $145,877-96.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -3.61% | 30.22%-33.8pp | 27.11%-30.7pp | 551.28%-554.9pp |
| Employer contribution / active EE | $974 | $4,570-78.7% | $3,950-75.4% | $4,663-79.1% |
| Participant deferral / active EE | $2,755 | $6,963-60.4% | $6,278-56.1% | $6,691-58.8% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |