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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 | $15,287 | $168,635-90.9% | $147,617-89.6% | $125,389-87.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.69% | 77.65%-82.3pp | 61.98%-66.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $5,778 | $6,252-7.6% | $5,564+3.8% | $4,866+18.7% |
| Participant deferral / active EE | $4,390 | $5,507-20.3% | $4,895-10.3% | $5,352-18.0% |
| Admin fee / account holder | $19 | $13,580-99.9% | $11,612-99.8% | $9,541-99.8% |