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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 | $13,651 | $217,432-93.7% | $185,849-92.7% | $167,536-91.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -2.46% | 148.42%-150.9pp | 122.10%-124.6pp | 478.82%-481.3pp |
| Employer contribution / active EE | $1,268 | $5,875-78.4% | $5,169-75.5% | $4,839-73.8% |
| Participant deferral / active EE | $9,750 | $6,357+53.4% | $5,569+75.1% | $6,342+53.7% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |