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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 | $22,529 | $168,635-86.6% | $147,617-84.7% | $125,389-82.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -4.20% | 77.65%-81.9pp | 61.98%-66.2pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,770 | $6,252-71.7% | $5,564-68.2% | $4,866-63.6% |
| Participant deferral / active EE | $7,391 | $5,507+34.2% | $4,895+51.0% | $5,352+38.1% |
| Admin fee / account holder | $273 | $13,580-98.0% | $11,612-97.7% | $9,541-97.1% |