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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 | $9,838 | $99,032-90.1% | $80,022-87.7% | $135,379-92.7% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -18.86% | 15.39%-34.2pp | 11.22%-30.1pp | 519.79%-538.6pp |
| Employer contribution / active EE | $2,492 | $3,043-18.1% | $2,468+1.0% | $4,779-47.9% |
| Participant deferral / active EE | $5,808 | $4,282+35.6% | $3,686+57.6% | $5,609+3.6% |
| Admin fee / account holder | $100 | $10,436-99.0% | $6,521-98.5% | $10,828-99.1% |