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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 | $14,669 | $95,979-84.7% | $74,551-80.3% | $135,380-89.2% |
| Participation rate | 87.5% | 75.7%+11.8pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -9.19% | 56.97%-66.2pp | 32.53%-41.7pp | 519.81%-529.0pp |
| Employer contribution / active EE | $2,123 | $2,716-21.9% | $1,961+8.2% | $4,779-55.6% |
| Participant deferral / active EE | $3,777 | $3,844-1.7% | $3,108+21.5% | $5,609-32.7% |
| Admin fee / account holder | $28 | $6,522-99.6% | $5,059-99.5% | $10,828-99.7% |