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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 | $7,975 | $107,806-92.6% | $90,655-91.2% | $135,382-94.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -15.09% | -0.90%-14.2pp | 1.89%-17.0pp | 519.77%-534.9pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,288 | $3,872-15.1% | $3,425-4.0% | $5,609-41.4% |
| Admin fee / account holder | $78 | $5,931-98.7% | $4,994-98.4% | $10,829-99.3% |