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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 | $20,696 | $135,956-84.8% | $123,894-83.3% | $273,972-92.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -0.07% | 56.63%-56.7pp | 47.52%-47.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,635 | $5,170-29.7% | $4,617-21.3% | $4,869-25.3% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $177 | $9,817-98.2% | $8,357-97.9% | $10,133-98.3% |