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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 | $13,711 | $168,635-91.9% | $147,617-90.7% | $125,389-89.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.96% | 77.65%-81.6pp | 61.98%-65.9pp | 282.24%-286.2pp |
| Employer contribution / active EE | $2,853 | $6,252-54.4% | $5,564-48.7% | $4,866-41.4% |
| Participant deferral / active EE | $8,466 | $5,507+53.7% | $4,895+72.9% | $5,352+58.2% |
| Admin fee / account holder | $235 | $13,580-98.3% | $11,612-98.0% | $9,541-97.5% |