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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 | $20,572 | $78,423-73.8% | $95,964-78.6% | $79,856-74.2% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -8.72% | 19.37%-28.1pp | 91.64%-100.4pp | 31.71%-40.4pp |
| Employer contribution / active EE | $11,136 | $1,945+472.4% | $2,541+338.2% | $2,471+350.6% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,797-100.0% | $5,306-100.0% |