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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 | $18,110 | $92,219-80.4% | $76,767-76.4% | $135,380-86.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -16.41% | 5.46%-21.9pp | 2.43%-18.8pp | 519.81%-536.2pp |
| Employer contribution / active EE | $4,259 | $3,216+32.4% | $2,485+71.4% | $4,779-10.9% |
| Participant deferral / active EE | $8,582 | $4,508+90.3% | $3,852+122.8% | $5,609+53.0% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |