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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 | $20,084 | $167,533-88.0% | $151,645-86.8% | $134,545-85.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -31.16% | 7.81%-39.0pp | 3.34%-34.5pp | 418.37%-449.5pp |
| Employer contribution / active EE | $1,512 | $6,828-77.9% | $6,165-75.5% | $4,742-68.1% |
| Participant deferral / active EE | $7,274 | $8,985-19.0% | $8,363-13.0% | $6,401+13.6% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |