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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 | $15,338 | $100,811-84.8% | $86,698-82.3% | $134,545-88.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -21.01% | 29.11%-50.1pp | 35.96%-57.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $2,107 | $3,490-39.6% | $2,837-25.7% | $4,742-55.6% |
| Participant deferral / active EE | $5,661 | $5,339+6.0% | $4,656+21.6% | $6,401-11.6% |
| Admin fee / account holder | $135 | $10,926-98.8% | $7,492-98.2% | $11,431-98.8% |