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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 | $19,149 | $138,076-86.1% | $123,553-84.5% | $135,380-85.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -11.28% | 153.70%-165.0pp | 119.21%-130.5pp | 519.81%-531.1pp |
| Employer contribution / active EE | $2,689 | $5,152-47.8% | $4,628-41.9% | $4,779-43.7% |
| Participant deferral / active EE | $5,810 | $6,800-14.6% | $6,426-9.6% | $5,609+3.6% |
| Admin fee / account holder | $152 | $10,917-98.6% | $9,284-98.4% | $10,828-98.6% |