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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 | $10,866 | $167,353-93.5% | $143,797-92.4% | $134,545-91.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.75% | 0.48%-22.2pp | -0.04%-21.7pp | 418.37%-440.1pp |
| Employer contribution / active EE | $1,779 | $5,620-68.3% | $4,952-64.1% | $4,742-62.5% |
| Participant deferral / active EE | $4,502 | $6,447-30.2% | $5,638-20.2% | $6,401-29.7% |
| Admin fee / account holder | $235 | $18,096-98.7% | $14,679-98.4% | $11,431-97.9% |