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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 | $26,790 | $168,635-84.1% | $147,617-81.9% | $125,389-78.6% |
| Participation rate | 87.5% | 88.8%-1.3pp | 84.6%+2.9pp | 83.2%+4.3pp |
| Annual return | -6.49% | 77.65%-84.1pp | 61.98%-68.5pp | 282.24%-288.7pp |
| Employer contribution / active EE | $2,242 | $6,252-64.1% | $5,564-59.7% | $4,866-53.9% |
| Participant deferral / active EE | $3,308 | $5,507-39.9% | $4,895-32.4% | $5,352-38.2% |
| Admin fee / account holder | $69 | $13,580-99.5% | $11,612-99.4% | $9,541-99.3% |