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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 | $19,402 | $113,941-83.0% | $94,229-79.4% | $125,389-84.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.27% | 5.29%-10.6pp | 10.68%-16.0pp | 282.24%-287.5pp |
| Employer contribution / active EE | $5,037 | $4,727+6.6% | $3,587+40.4% | $4,866+3.5% |
| Participant deferral / active EE | $2,045 | $5,179-60.5% | $4,320-52.7% | $5,352-61.8% |
| Admin fee / account holder | $1 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |