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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 | $22,018 | $162,821-86.5% | $133,978-83.6% | $158,982-86.2% |
| Participation rate | 88.9% | 83.2%+5.7pp | 79.8%+9.0pp | 82.0%+6.9pp |
| Annual return | -14.65% | 41.95%-56.6pp | 45.10%-59.7pp | 302.99%-317.6pp |
| Employer contribution / active EE | $3,551 | $4,976-28.6% | $3,919-9.4% | $4,763-25.4% |
| Participant deferral / active EE | $6,707 | $5,910+13.5% | $5,047+32.9% | $5,983+12.1% |
| Admin fee / account holder | $17 | $11,742-99.9% | $8,930-99.8% | $11,252-99.8% |