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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 | $17,862 | $167,353-89.3% | $143,797-87.6% | $134,545-86.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.87% | 0.48%-24.3pp | -0.04%-23.8pp | 418.37%-442.2pp |
| Employer contribution / active EE | $1,699 | $5,620-69.8% | $4,952-65.7% | $4,742-64.2% |
| Participant deferral / active EE | $11,157 | $6,447+73.1% | $5,638+97.9% | $6,401+74.3% |
| Admin fee / account holder | $214 | $18,096-98.8% | $14,679-98.5% | $11,431-98.1% |