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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 | $7,658 | $94,529-91.9% | $140,019-94.5% | $64,173-88.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -13.39% | 7.77%-21.2pp | 651.17%-664.6pp | 7.63%-21.0pp |
| Employer contribution / active EE | $1,428 | $3,812-62.5% | $5,605-74.5% | $2,381-40.0% |
| Participant deferral / active EE | $3,384 | $5,250-35.5% | $6,927-51.1% | $3,470-2.5% |
| Admin fee / account holder | $172 | $6,741-97.4% | $10,705-98.4% | $4,887-96.5% |