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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 | $25,386 | $197,603-87.2% | $177,827-85.7% | $158,950-84.0% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | -0.26% | 58.76%-59.0pp | 48.32%-48.6pp | 302.91%-303.2pp |
| Employer contribution / active EE | $6,731 | $6,698+0.5% | $5,918+13.7% | $4,762+41.3% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $46 | $15,402-99.7% | $12,429-99.6% | $11,248-99.6% |