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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 | $20,426 | $168,635-87.9% | $147,617-86.2% | $125,389-83.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -15.33% | 77.65%-93.0pp | 61.98%-77.3pp | 282.24%-297.6pp |
| Employer contribution / active EE | $7,009 | $6,252+12.1% | $5,564+26.0% | $4,866+44.0% |
| Participant deferral / active EE | $5,687 | $5,507+3.3% | $4,895+16.2% | $5,352+6.3% |
| Admin fee / account holder | $256 | $13,580-98.1% | $11,612-97.8% | $9,541-97.3% |