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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 | $13,917 | $56,197-75.2% | $67,652-79.4% | $59,633-76.7% |
| Participation rate | 87.2% | 71.5%+15.8pp | 75.7%+11.6pp | 68.7%+18.6pp |
| Annual return | -3.58% | 18508.10%-18511.7pp | 6625.40%-6629.0pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $2,789 | $1,615+72.8% | $2,266+23.1% | $2,203+26.6% |
| Participant deferral / active EE | $6,489 | $2,844+128.2% | $3,560+82.3% | $3,192+103.3% |
| Admin fee / account holder | $142 | $3,958-96.4% | $4,821-97.1% | $4,297-96.7% |