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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 | $8,662 | $140,578-93.8% | $100,671-91.4% | $125,389-93.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -7.11% | 24.67%-31.8pp | 20.43%-27.5pp | 282.24%-289.3pp |
| Employer contribution / active EE | $0 | $5,965-100.0% | $4,012-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,423 | $3,981-14.0% | $3,144+8.9% | $5,352-36.0% |
| Admin fee / account holder | $30 | $6,716-99.6% | $4,850-99.4% | $9,541-99.7% |