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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 | $5,122 | $183,592-97.2% | $155,567-96.7% | $145,959-96.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | -1.27% | 61.24%-62.5pp | 64.74%-66.0pp | 561.95%-563.2pp |
| Employer contribution / active EE | $1,862 | $5,315-65.0% | $4,674-60.2% | $4,661-60.1% |
| Participant deferral / active EE | $0 | $6,464-100.0% | $5,628-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |