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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% | $155,567-91.6% | $145,959-91.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -2.80% | 61.24%-64.0pp | 64.74%-67.5pp | 561.95%-564.7pp |
| Employer contribution / active EE | $6,918 | $5,315+30.2% | $4,674+48.0% | $4,661+48.4% |
| Participant deferral / active EE | $5,750 | $6,464-11.0% | $5,628+2.2% | $6,689-14.0% |
| Admin fee / account holder | $264 | $19,318-98.6% | $15,916-98.3% | $13,398-98.0% |