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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 | $15,620 | $135,956-88.5% | $123,894-87.4% | $273,972-94.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -23.83% | 56.63%-80.5pp | 47.52%-71.3pp | 41.46%-65.3pp |
| Employer contribution / active EE | $2,400 | $5,170-53.6% | $4,617-48.0% | $4,869-50.7% |
| Participant deferral / active EE | $9,332 | $6,343+47.1% | $5,984+55.9% | $5,287+76.5% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |