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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 | $14,639 | $185,905-92.1% | $170,057-91.4% | $139,487-89.5% |
| Participation rate | 76.9% | 87.8%-10.8pp | 87.0%-10.1pp | 80.3%-3.4pp |
| Annual return | -7.95% | 60.56%-68.5pp | 53.42%-61.4pp | 373.84%-381.8pp |
| Employer contribution / active EE | $4,161 | $7,597-45.2% | $6,790-38.7% | $4,755-12.5% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |