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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 | $15,840 | $135,956-88.3% | $123,894-87.2% | $273,972-94.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.07% | 56.63%-57.7pp | 47.52%-48.6pp | 41.46%-42.5pp |
| Employer contribution / active EE | $2,932 | $5,170-43.3% | $4,617-36.5% | $4,869-39.8% |
| Participant deferral / active EE | $6,709 | $6,343+5.8% | $5,984+12.1% | $5,287+26.9% |
| Admin fee / account holder | $37 | $9,817-99.6% | $8,357-99.6% | $10,133-99.6% |