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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 | $209,336-93.5% | $197,124-93.0% | $137,256-90.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -14.10% | 48.09%-62.2pp | 44.34%-58.4pp | 220.34%-234.4pp |
| Employer contribution / active EE | $4,500 | $6,591-31.7% | $6,227-27.7% | $4,156+8.3% |
| Participant deferral / active EE | $0 | $9,614-100.0% | $9,135-100.0% | $6,407-100.0% |
| Admin fee / account holder | $187 | $17,308-98.9% | $16,298-98.9% | $12,270-98.5% |