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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 | $19,069 | $152,612-87.5% | $125,192-84.8% | $152,897-87.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -15.82% | 54.85%-70.7pp | 43.79%-59.6pp | 345.43%-361.2pp |
| Employer contribution / active EE | $5,140 | $4,947+3.9% | $3,866+33.0% | $4,764+7.9% |
| Participant deferral / active EE | $4,800 | $5,868-18.2% | $4,937-2.8% | $5,851-18.0% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |