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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 | $17,192 | $113,941-84.9% | $94,228-81.8% | $125,388-86.3% |
| 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 | $1,955 | $4,727-58.7% | $3,587-45.5% | $4,866-59.8% |
| Participant deferral / active EE | $2,892 | $5,179-44.2% | $4,320-33.1% | $5,352-46.0% |
| Admin fee / account holder | $258 | $8,392-96.9% | $6,269-95.9% | $9,541-97.3% |