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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 | $16,623 | $168,635-90.1% | $147,617-88.7% | $125,389-86.7% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -4.83% | 77.65%-82.5pp | 61.98%-66.8pp | 282.24%-287.1pp |
| Employer contribution / active EE | $1,618 | $6,252-74.1% | $5,564-70.9% | $4,866-66.7% |
| Participant deferral / active EE | $4,926 | $5,507-10.6% | $4,895+0.6% | $5,352-8.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |