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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 | $9,259 | $183,516-95.0% | $155,534-94.0% | $145,884-93.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -4.92% | 61.43%-66.3pp | 64.92%-69.8pp | 551.85%-556.8pp |
| Employer contribution / active EE | $3,272 | $5,315-38.4% | $4,675-30.0% | $4,662-29.8% |
| Participant deferral / active EE | $5,485 | $6,467-15.2% | $5,630-2.6% | $6,690-18.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |