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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 | $7,959 | $127,100-93.7% | $105,738-92.5% | $135,382-94.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -24.33% | 4.49%-28.8pp | 6.27%-30.6pp | 519.77%-544.1pp |
| Employer contribution / active EE | $2,855 | $4,107-30.5% | $3,268-12.7% | $4,779-40.3% |
| Participant deferral / active EE | $3,121 | $5,064-38.4% | $4,080-23.5% | $5,609-44.4% |
| Admin fee / account holder | $38 | $9,087-99.6% | $6,913-99.4% | $10,829-99.6% |