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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 | $8,511 | $168,635-95.0% | $147,617-94.2% | $125,389-93.2% |
| Participation rate | 93.3% | 88.8%+4.6pp | 84.6%+8.7pp | 83.2%+10.1pp |
| Annual return | -3.92% | 77.65%-81.6pp | 61.98%-65.9pp | 282.24%-286.2pp |
| Employer contribution / active EE | $3,144 | $6,252-49.7% | $5,564-43.5% | $4,866-35.4% |
| Participant deferral / active EE | $2,366 | $5,507-57.0% | $4,895-51.7% | $5,352-55.8% |
| Admin fee / account holder | $195 | $13,580-98.6% | $11,612-98.3% | $9,541-98.0% |