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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 | $17,921 | $92,219-80.6% | $76,768-76.7% | $135,379-86.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.21% | 5.46%-15.7pp | 2.43%-12.6pp | 519.79%-530.0pp |
| Employer contribution / active EE | $1,771 | $3,216-44.9% | $2,485-28.7% | $4,779-62.9% |
| Participant deferral / active EE | $2,649 | $4,508-41.2% | $3,852-31.2% | $5,609-52.8% |
| Admin fee / account holder | $11 | $10,749-99.9% | $6,675-99.8% | $10,828-99.9% |