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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 | $25,922 | $156,616-83.4% | $133,346-80.6% | $198,609-86.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | -0.64% | 44.25%-44.9pp | 36.85%-37.5pp | 202.70%-203.3pp |
| Employer contribution / active EE | $2,733 | $3,368-18.8% | $2,853-4.2% | $5,055-45.9% |
| Participant deferral / active EE | $20,208 | $4,920+310.8% | $4,332+366.5% | $6,977+189.6% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |