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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 | $20,725 | $168,636-87.7% | $147,618-86.0% | $125,388-83.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.00% | 77.65%-84.7pp | 61.98%-69.0pp | 282.24%-289.2pp |
| Employer contribution / active EE | $1,838 | $6,252-70.6% | $5,565-67.0% | $4,866-62.2% |
| Participant deferral / active EE | $5,647 | $5,507+2.6% | $4,895+15.4% | $5,352+5.5% |
| Admin fee / account holder | $128 | $13,580-99.1% | $11,612-98.9% | $9,541-98.7% |