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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 | $5,794 | $87,542-93.4% | $75,782-92.4% | $125,393-95.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.02% | 13.48%-18.5pp | 9.68%-14.7pp | 282.23%-287.3pp |
| Employer contribution / active EE | $4,641 | $3,930+18.1% | $3,323+39.7% | $4,866-4.6% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $133 | $6,502-98.0% | $5,300-97.5% | $9,541-98.6% |