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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 | $20,034 | $113,941-82.4% | $94,228-78.7% | $125,388-84.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -13.95% | 5.29%-19.2pp | 10.68%-24.6pp | 282.24%-296.2pp |
| Employer contribution / active EE | $9,303 | $4,727+96.8% | $3,587+159.4% | $4,866+91.2% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $157 | $8,392-98.1% | $6,269-97.5% | $9,541-98.4% |