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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 | $13,341 | $183,592-92.7% | $155,574-91.4% | $145,877-90.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -2.33% | 61.37%-63.7pp | 64.87%-67.2pp | 551.28%-553.6pp |
| Employer contribution / active EE | $2,557 | $5,317-51.9% | $4,676-45.3% | $4,663-45.2% |
| Participant deferral / active EE | $11,700 | $6,466+80.9% | $5,629+107.8% | $6,691+74.9% |
| Admin fee / account holder | $199 | $19,316-99.0% | $15,914-98.7% | $13,402-98.5% |