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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 | $16,893 | $166,268-89.8% | $165,100-89.8% | $145,897-88.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -6.50% | 100.52%-107.0pp | 70.21%-76.7pp | 552.29%-558.8pp |
| Employer contribution / active EE | $1,198 | $5,284-77.3% | $4,348-72.4% | $4,663-74.3% |
| Participant deferral / active EE | $8,571 | $6,964+23.1% | $6,035+42.0% | $6,689+28.1% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |