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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 | $19,283 | $138,075-86.0% | $123,552-84.4% | $135,379-85.8% |
| Participation rate | 94.4% | 84.7%+9.7pp | 82.3%+12.1pp | 82.6%+11.8pp |
| Annual return | -13.14% | 153.70%-166.8pp | 119.20%-132.3pp | 519.79%-532.9pp |
| Employer contribution / active EE | $4,431 | $5,152-14.0% | $4,628-4.2% | $4,779-7.3% |
| Participant deferral / active EE | $6,000 | $6,800-11.8% | $6,426-6.6% | $5,609+7.0% |
| Admin fee / account holder | $280 | $10,917-97.4% | $9,285-97.0% | $10,828-97.4% |