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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 | $5,020 | $127,386-96.1% | $115,037-95.6% | $125,388-96.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.43% | 31.28%-39.7pp | 26.14%-34.6pp | 282.24%-290.7pp |
| Employer contribution / active EE | $1,171 | $5,166-77.3% | $4,608-74.6% | $4,866-75.9% |
| Participant deferral / active EE | $1,975 | $6,423-69.2% | $6,026-67.2% | $5,352-63.1% |
| Admin fee / account holder | $148 | $9,516-98.4% | $8,175-98.2% | $9,541-98.5% |