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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 | $11,022 | $97,027-88.6% | $83,323-86.8% | $135,382-91.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -13.72% | 12.31%-26.0pp | 10.63%-24.4pp | 519.77%-533.5pp |
| Employer contribution / active EE | $2,961 | $4,143-28.5% | $3,379-12.4% | $4,779-38.0% |
| Participant deferral / active EE | $3,918 | $5,964-34.3% | $5,565-29.6% | $5,609-30.1% |
| Admin fee / account holder | $179 | $8,427-97.9% | $7,539-97.6% | $10,829-98.4% |