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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 | $8,068 | $69,518-88.4% | $59,887-86.5% | $135,379-94.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.64% | 7.95%-17.6pp | 3.46%-13.1pp | 519.79%-529.4pp |
| Employer contribution / active EE | $1,627 | $3,235-49.7% | $2,722-40.2% | $4,779-65.9% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $42 | $5,734-99.3% | $3,591-98.8% | $10,828-99.6% |