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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 | $11,429 | $75,935-84.9% | $60,547-81.1% | $125,389-90.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -4.30% | -5.38%+1.1pp | 335.64%-339.9pp | 282.24%-286.5pp |
| Employer contribution / active EE | $2,014 | $3,438-41.4% | $2,419-16.8% | $4,866-58.6% |
| Participant deferral / active EE | $5,791 | $4,506+28.5% | $3,328+74.0% | $5,352+8.2% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |