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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 | $11,861 | $168,635-93.0% | $147,617-92.0% | $125,389-90.5% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | -7.96% | 77.65%-85.6pp | 61.98%-69.9pp | 282.24%-290.2pp |
| Employer contribution / active EE | $3,235 | $6,252-48.3% | $5,564-41.9% | $4,866-33.5% |
| Participant deferral / active EE | $3,553 | $5,507-35.5% | $4,895-27.4% | $5,352-33.6% |
| Admin fee / account holder | $159 | $13,580-98.8% | $11,612-98.6% | $9,541-98.3% |