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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 | $6,381 | $48,364-86.8% | $71,796-91.1% | $62,881-89.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | -8.33% | 13.16%-21.5pp | 78.04%-86.4pp | 20.14%-28.5pp |
| Employer contribution / active EE | $2,610 | $1,042+150.5% | $1,924+35.6% | $2,281+14.4% |
| Participant deferral / active EE | $1,517 | $2,091-27.5% | $2,794-45.7% | $3,203-52.6% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |