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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 | $8,177 | $167,353-95.1% | $143,797-94.3% | $134,545-93.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.58% | 0.48%-25.1pp | -0.04%-24.5pp | 418.37%-443.0pp |
| Employer contribution / active EE | $1,483 | $5,620-73.6% | $4,952-70.1% | $4,742-68.7% |
| Participant deferral / active EE | $5,475 | $6,447-15.1% | $5,638-2.9% | $6,401-14.5% |
| Admin fee / account holder | $102 | $18,096-99.4% | $14,679-99.3% | $11,431-99.1% |