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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 | $22,295 | $86,298-74.2% | $111,308-80.0% | $85,847-74.0% |
| Participation rate | 98.3% | 73.3%+25.0pp | 77.3%+21.0pp | 69.3%+29.0pp |
| Annual return | -3.51% | 19.99%-23.5pp | 54.67%-58.2pp | 318.61%-322.1pp |
| Employer contribution / active EE | $5,000 | $2,044+144.7% | $2,732+83.0% | $2,565+94.9% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $129 | $8,189-98.4% | $7,965-98.4% | $6,261-97.9% |