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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 | $12,937 | $57,352-77.4% | $83,831-84.6% | $64,173-79.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -10.33% | 11.38%-21.7pp | 850.99%-861.3pp | 7.63%-18.0pp |
| Employer contribution / active EE | $2,713 | $2,546+6.6% | $3,631-25.3% | $2,381+14.0% |
| Participant deferral / active EE | $4,056 | $2,993+35.5% | $4,082-0.6% | $3,470+16.9% |
| Admin fee / account holder | $83 | $4,046-97.9% | $5,479-98.5% | $4,887-98.3% |