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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 | $185,830-92.1% | $170,004-91.4% | $139,427-89.5% |
| Participation rate | 76.9% | 87.8%-10.8pp | 87.0%-10.1pp | 80.3%-3.4pp |
| Annual return | -7.95% | 60.52%-68.5pp | 53.39%-61.3pp | 373.27%-381.2pp |
| Employer contribution / active EE | $4,161 | $7,591-45.2% | $6,786-38.7% | $4,752-12.4% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $15,381-100.0% | $12,816-100.0% | $11,404-100.0% |