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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 | $8,887 | $75,935-88.3% | $60,547-85.3% | $125,389-92.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.80% | -5.38%+1.6pp | 335.64%-339.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,137 | $3,438-66.9% | $2,419-53.0% | $4,866-76.6% |
| Participant deferral / active EE | $3,329 | $4,506-26.1% | $3,3280% | $5,352-37.8% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |