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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 | $18,535 | $168,635-89.0% | $147,617-87.4% | $125,389-85.2% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -35.00% | 77.65%-112.6pp | 61.98%-97.0pp | 282.24%-317.2pp |
| Employer contribution / active EE | $7,582 | $6,252+21.3% | $5,564+36.3% | $4,866+55.8% |
| Participant deferral / active EE | $3,718 | $5,507-32.5% | $4,895-24.0% | $5,352-30.5% |
| Admin fee / account holder | $66 | $13,580-99.5% | $11,612-99.4% | $9,541-99.3% |