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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 | $11,077 | $168,635-93.4% | $147,617-92.5% | $125,389-91.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.09% | 77.65%-82.7pp | 61.98%-67.1pp | 282.24%-287.3pp |
| Employer contribution / active EE | $3,553 | $6,252-43.2% | $5,564-36.1% | $4,866-27.0% |
| Participant deferral / active EE | $2,571 | $5,507-53.3% | $4,895-47.5% | $5,352-52.0% |
| Admin fee / account holder | $122 | $13,580-99.1% | $11,612-99.0% | $9,541-98.7% |