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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 | $14,349 | $168,635-91.5% | $147,617-90.3% | $125,389-88.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.52% | 77.65%-82.2pp | 61.98%-66.5pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,865 | $6,252-70.2% | $5,564-66.5% | $4,866-61.7% |
| Participant deferral / active EE | $2,796 | $5,507-49.2% | $4,895-42.9% | $5,352-47.7% |
| Admin fee / account holder | $55 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |