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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 | $17,111 | $168,635-89.9% | $147,617-88.4% | $125,389-86.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -9.00% | 77.65%-86.6pp | 61.98%-71.0pp | 282.24%-291.2pp |
| Employer contribution / active EE | $5,182 | $6,252-17.1% | $5,564-6.9% | $4,866+6.5% |
| Participant deferral / active EE | $7,188 | $5,507+30.5% | $4,895+46.8% | $5,352+34.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |