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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 | $16,496 | $95,975-82.8% | $74,549-77.9% | $135,379-87.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.93% | 56.96%-68.9pp | 32.53%-44.5pp | 519.79%-531.7pp |
| Employer contribution / active EE | $3,276 | $2,716+20.6% | $1,961+67.0% | $4,779-31.5% |
| Participant deferral / active EE | $4,441 | $3,844+15.6% | $3,108+42.9% | $5,609-20.8% |
| Admin fee / account holder | $291 | $6,522-95.5% | $5,059-94.2% | $10,828-97.3% |