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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 | $11,323 | $86,701-86.9% | $73,309-84.6% | $125,389-91.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -16.07% | 2.78%-18.9pp | 5.67%-21.7pp | 282.24%-298.3pp |
| Employer contribution / active EE | $3,025 | $4,152-27.2% | $3,237-6.6% | $4,866-37.8% |
| Participant deferral / active EE | $3,460 | $5,549-37.6% | $4,991-30.7% | $5,352-35.3% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |