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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 | $12,556 | $153,311-91.8% | $109,313-88.5% | $273,972-95.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -8.02% | 29.86%-37.9pp | 22.07%-30.1pp | 41.46%-49.5pp |
| Employer contribution / active EE | $605 | $5,619-89.2% | $3,892-84.5% | $4,869-87.6% |
| Participant deferral / active EE | $6,280 | $3,932+59.7% | $3,166+98.3% | $5,287+18.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |