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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 | $15,259 | $168,635-91.0% | $147,617-89.7% | $125,389-87.8% |
| Participation rate | 80.0% | 88.8%-8.8pp | 84.6%-4.6pp | 83.2%-3.2pp |
| Annual return | -17.83% | 77.65%-95.5pp | 61.98%-79.8pp | 282.24%-300.1pp |
| Employer contribution / active EE | $8,075 | $6,252+29.2% | $5,564+45.1% | $4,866+65.9% |
| Participant deferral / active EE | $6,663 | $5,507+21.0% | $4,895+36.1% | $5,352+24.5% |
| Admin fee / account holder | $86 | $13,580-99.4% | $11,612-99.3% | $9,541-99.1% |