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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 | $13,331 | $100,805-86.8% | $86,698-84.6% | $134,532-90.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.50% | 29.09%-54.6pp | 35.95%-61.5pp | 418.27%-443.8pp |
| Employer contribution / active EE | $837 | $3,490-76.0% | $2,837-70.5% | $4,741-82.4% |
| Participant deferral / active EE | $9,169 | $5,339+71.7% | $4,656+96.9% | $6,401+43.2% |
| Admin fee / account holder | $100 | $10,925-99.1% | $7,493-98.7% | $11,429-99.1% |