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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 | $17,069 | $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 | -4.00% | 77.65%-81.6pp | 61.98%-66.0pp | 282.24%-286.2pp |
| Employer contribution / active EE | $5,000 | $6,252-20.0% | $5,564-10.1% | $4,866+2.8% |
| Participant deferral / active EE | $2,621 | $5,507-52.4% | $4,895-46.5% | $5,352-51.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |