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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 | $183,627-95.0% | $155,602-94.0% | $145,978-93.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -4.92% | 61.32%-66.2pp | 64.81%-69.7pp | 550.52%-555.4pp |
| Employer contribution / active EE | $3,272 | $5,316-38.5% | $4,675-30.0% | $4,662-29.8% |
| Participant deferral / active EE | $5,485 | $6,466-15.2% | $5,629-2.6% | $6,690-18.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |