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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 | $12,667 | $99,032-87.2% | $80,022-84.2% | $135,382-90.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -10.38% | 15.39%-25.8pp | 11.22%-21.6pp | 519.77%-530.2pp |
| Employer contribution / active EE | $2,287 | $3,043-24.9% | $2,468-7.3% | $4,779-52.1% |
| Participant deferral / active EE | $2,301 | $4,282-46.3% | $3,686-37.6% | $5,609-59.0% |
| Admin fee / account holder | $79 | $10,436-99.2% | $6,521-98.8% | $10,829-99.3% |