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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 | $17,275 | $135,956-87.3% | $123,894-86.1% | $273,972-93.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -2.09% | 56.63%-58.7pp | 47.52%-49.6pp | 41.46%-43.5pp |
| Employer contribution / active EE | $1,903 | $5,170-63.2% | $4,617-58.8% | $4,869-60.9% |
| Participant deferral / active EE | $6,603 | $6,343+4.1% | $5,984+10.3% | $5,287+24.9% |
| Admin fee / account holder | $192 | $9,817-98.0% | $8,357-97.7% | $10,133-98.1% |