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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 | $7,758 | $45,438-82.9% | $80,004-90.3% | $59,633-87.0% |
| Participation rate | 100.0% | 63.7%+36.3pp | 73.0%+27.0pp | 68.7%+31.3pp |
| Annual return | -7.15% | 5.10%-12.3pp | 7.63%-14.8pp | 2041.45%-2048.6pp |
| Employer contribution / active EE | $5,791 | $1,236+368.6% | $2,473+134.2% | $2,203+162.9% |
| Participant deferral / active EE | $0 | $2,231-100.0% | $3,204-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |