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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 | $13,114 | $183,592-92.9% | $155,574-91.6% | $145,877-91.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -2.80% | 61.37%-64.2pp | 64.87%-67.7pp | 551.28%-554.1pp |
| Employer contribution / active EE | $6,918 | $5,317+30.1% | $4,676+47.9% | $4,663+48.4% |
| Participant deferral / active EE | $5,750 | $6,466-11.1% | $5,629+2.1% | $6,691-14.1% |
| Admin fee / account holder | $264 | $19,316-98.6% | $15,914-98.3% | $13,402-98.0% |