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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 | $17,585 | $209,428-91.6% | $178,498-90.1% | $158,950-88.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -18.01% | 188.78%-206.8pp | 151.09%-169.1pp | 302.91%-320.9pp |
| Employer contribution / active EE | $2,430 | $5,707-57.4% | $5,011-51.5% | $4,762-49.0% |
| Participant deferral / active EE | $2,831 | $5,955-52.5% | $5,202-45.6% | $5,983-52.7% |
| Admin fee / account holder | $234 | $17,077-98.6% | $13,985-98.3% | $11,248-97.9% |