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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 | $7,963 | $113,941-93.0% | $94,229-91.5% | $125,389-93.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.89% | 5.29%-11.2pp | 10.68%-16.6pp | 282.24%-288.1pp |
| Employer contribution / active EE | $5,151 | $4,727+9.0% | $3,587+43.6% | $4,866+5.8% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $34 | $8,392-99.6% | $6,269-99.5% | $9,541-99.6% |