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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 | $11,865 | $100,811-88.2% | $86,698-86.3% | $134,545-91.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.89% | 29.11%-51.0pp | 35.96%-57.9pp | 418.37%-440.3pp |
| Employer contribution / active EE | $2,495 | $3,490-28.5% | $2,837-12.0% | $4,742-47.4% |
| Participant deferral / active EE | $2,210 | $5,339-58.6% | $4,656-52.5% | $6,401-65.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |