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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 | $27,729 | $168,635-83.6% | $147,617-81.2% | $125,389-77.9% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | -4.24% | 77.65%-81.9pp | 61.98%-66.2pp | 282.24%-286.5pp |
| Employer contribution / active EE | $3,250 | $6,252-48.0% | $5,564-41.6% | $4,866-33.2% |
| Participant deferral / active EE | $5,007 | $5,507-9.1% | $4,895+2.3% | $5,352-6.4% |
| Admin fee / account holder | $21 | $13,580-99.8% | $11,612-99.8% | $9,541-99.8% |