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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 | $8,150 | $162,821-95.0% | $133,978-93.9% | $158,982-94.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -13.57% | 41.95%-55.5pp | 45.10%-58.7pp | 302.99%-316.6pp |
| Employer contribution / active EE | $2,812 | $4,976-43.5% | $3,919-28.2% | $4,763-41.0% |
| Participant deferral / active EE | $4,017 | $5,910-32.0% | $5,047-20.4% | $5,983-32.9% |
| Admin fee / account holder | $6 | $11,742-99.9% | $8,930-99.9% | $11,252-99.9% |