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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 | $15,171 | $168,636-91.0% | $147,618-89.7% | $125,388-87.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.56% | 77.65%-82.2pp | 61.98%-66.5pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,318 | $6,252-78.9% | $5,565-76.3% | $4,866-72.9% |
| Participant deferral / active EE | $9,492 | $5,507+72.4% | $4,895+93.9% | $5,352+77.4% |
| Admin fee / account holder | $157 | $13,580-98.8% | $11,612-98.7% | $9,541-98.4% |