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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 | $20,375 | $167,522-87.8% | $151,639-86.6% | $134,532-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -37.59% | 7.81%-45.4pp | 3.34%-40.9pp | 418.27%-455.9pp |
| Employer contribution / active EE | $3,198 | $6,828-53.2% | $6,165-48.1% | $4,741-32.5% |
| Participant deferral / active EE | $4,150 | $8,986-53.8% | $8,363-50.4% | $6,401-35.2% |
| Admin fee / account holder | $2 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |