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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 | $28,798 | $209,422-86.2% | $178,503-83.9% | $158,982-81.9% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | -1.33% | 188.81%-190.1pp | 151.12%-152.4pp | 302.99%-304.3pp |
| Employer contribution / active EE | $1,788 | $5,707-68.7% | $5,011-64.3% | $4,763-62.5% |
| Participant deferral / active EE | $5,734 | $5,955-3.7% | $5,202+10.2% | $5,983-4.2% |
| Admin fee / account holder | $101 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |