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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 | $23,417 | $168,635-86.1% | $147,617-84.1% | $125,389-81.3% |
| Participation rate | 72.7% | 88.8%-16.0pp | 84.6%-11.9pp | 83.2%-10.5pp |
| Annual return | -4.83% | 77.65%-82.5pp | 61.98%-66.8pp | 282.24%-287.1pp |
| Employer contribution / active EE | $3,497 | $6,252-44.1% | $5,564-37.2% | $4,866-28.1% |
| Participant deferral / active EE | $5,859 | $5,507+6.4% | $4,895+19.7% | $5,352+9.5% |
| Admin fee / account holder | $252 | $13,580-98.1% | $11,612-97.8% | $9,541-97.4% |