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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 | $11,781 | $162,781-92.8% | $133,956-91.2% | $158,931-92.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -1.71% | 41.94%-43.6pp | 45.09%-46.8pp | 302.86%-304.6pp |
| Employer contribution / active EE | $3,864 | $4,975-22.3% | $3,919-1.4% | $4,761-18.9% |
| Participant deferral / active EE | $4,115 | $5,911-30.4% | $5,048-18.5% | $5,982-31.2% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |