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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 | $210,698-97.7% | $178,014-97.3% | $145,959-96.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -3.61% | 386.27%-389.9pp | 294.80%-298.4pp | 561.95%-565.6pp |
| Employer contribution / active EE | $974 | $4,567-78.7% | $3,950-75.4% | $4,661-79.1% |
| Participant deferral / active EE | $2,755 | $6,958-60.4% | $6,276-56.1% | $6,689-58.8% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |