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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 | $15,133 | $168,635-91.0% | $147,617-89.7% | $125,389-87.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.86% | 77.65%-82.5pp | 61.98%-66.8pp | 282.24%-287.1pp |
| Employer contribution / active EE | $4,180 | $6,252-33.2% | $5,564-24.9% | $4,866-14.1% |
| Participant deferral / active EE | $4,094 | $5,507-25.7% | $4,895-16.4% | $5,352-23.5% |
| Admin fee / account holder | $53 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |