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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 | $17,298 | $168,636-89.7% | $147,617-88.3% | $125,393-86.2% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -11.47% | 77.65%-89.1pp | 61.98%-73.5pp | 282.23%-293.7pp |
| Employer contribution / active EE | $2,881 | $6,252-53.9% | $5,565-48.2% | $4,866-40.8% |
| Participant deferral / active EE | $5,900 | $5,507+7.1% | $4,895+20.5% | $5,351+10.2% |
| Admin fee / account holder | $56 | $13,580-99.6% | $11,611-99.5% | $9,541-99.4% |