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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 | $11,351 | $168,635-93.3% | $147,617-92.3% | $125,389-90.9% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -14.76% | 77.65%-92.4pp | 61.98%-76.7pp | 282.24%-297.0pp |
| Employer contribution / active EE | $2,144 | $6,252-65.7% | $5,564-61.5% | $4,866-55.9% |
| Participant deferral / active EE | $2,638 | $5,507-52.1% | $4,895-46.1% | $5,352-50.7% |
| Admin fee / account holder | $165 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |