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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 | $5,036 | $97,020-94.8% | $83,327-94.0% | $135,380-96.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -19.23% | 12.31%-31.5pp | 10.64%-29.9pp | 519.81%-539.0pp |
| Employer contribution / active EE | $1,238 | $4,144-70.1% | $3,379-63.4% | $4,779-74.1% |
| Participant deferral / active EE | $3,517 | $5,964-41.0% | $5,565-36.8% | $5,609-37.3% |
| Admin fee / account holder | $115 | $8,426-98.6% | $7,540-98.5% | $10,828-98.9% |