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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 | $6,785 | $69,541-90.2% | $59,899-88.7% | $135,380-95.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -20.23% | 7.95%-28.2pp | 3.46%-23.7pp | 519.81%-540.0pp |
| Employer contribution / active EE | $1,661 | $3,236-48.7% | $2,723-39.0% | $4,779-65.2% |
| Participant deferral / active EE | $2,777 | $4,206-34.0% | $3,402-18.4% | $5,609-50.5% |
| Admin fee / account holder | $3 | $5,737-100.0% | $3,592-99.9% | $10,828-100.0% |