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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 | $13,702 | $275,752-95.0% | $256,809-94.7% | $198,609-93.1% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | -14.10% | 34.81%-48.9pp | 32.73%-46.8pp | 202.70%-216.8pp |
| Employer contribution / active EE | $4,500 | $7,721-41.7% | $7,263-38.0% | $5,055-11.0% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $187 | $25,716-99.3% | $25,146-99.3% | $19,030-99.0% |