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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 | $6,967 | $92,219-92.4% | $76,768-90.9% | $135,379-94.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -18.38% | 5.46%-23.8pp | 2.43%-20.8pp | 519.79%-538.2pp |
| Employer contribution / active EE | $1,834 | $3,216-43.0% | $2,485-26.2% | $4,779-61.6% |
| Participant deferral / active EE | $4,271 | $4,508-5.3% | $3,852+10.9% | $5,609-23.8% |
| Admin fee / account holder | $46 | $10,749-99.6% | $6,675-99.3% | $10,828-99.6% |