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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 | $13,097 | $168,635-92.2% | $147,617-91.1% | $125,389-89.6% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -7.26% | 77.65%-84.9pp | 61.98%-69.2pp | 282.24%-289.5pp |
| Employer contribution / active EE | $3,117 | $6,252-50.1% | $5,564-44.0% | $4,866-35.9% |
| Participant deferral / active EE | $5,425 | $5,507-1.5% | $4,895+10.8% | $5,352+1.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |