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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 | $15,640 | $165,381-90.5% | $149,730-89.6% | $158,966-90.2% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | -20.56% | 348.29%-368.9pp | 276.70%-297.3pp | 302.95%-323.5pp |
| Employer contribution / active EE | $2,316 | $5,104-54.6% | $4,645-50.2% | $4,762-51.4% |
| Participant deferral / active EE | $3,176 | $7,182-55.8% | $6,843-53.6% | $5,983-46.9% |
| Admin fee / account holder | $14 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |