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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 | $17,974 | $135,956-86.8% | $123,894-85.5% | $273,972-93.4% |
| Participation rate | 92.9% | 84.1%+8.8pp | 81.4%+11.4pp | 83.0%+9.8pp |
| Annual return | -0.68% | 56.63%-57.3pp | 47.52%-48.2pp | 41.46%-42.1pp |
| Employer contribution / active EE | $10,555 | $5,170+104.2% | $4,617+128.6% | $4,869+116.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $56 | $9,817-99.4% | $8,357-99.3% | $10,133-99.4% |