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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 | $6,797 | $91,911-92.6% | $68,612-90.1% | $135,380-95.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -12.68% | -8.22%-4.5pp | -4.63%-8.0pp | 519.81%-532.5pp |
| Employer contribution / active EE | $1,006 | $3,924-74.4% | $2,625-61.7% | $4,779-79.0% |
| Participant deferral / active EE | $2,210 | $4,315-48.8% | $3,311-33.2% | $5,609-60.6% |
| Admin fee / account holder | $8 | $9,240-99.9% | $5,131-99.8% | $10,828-99.9% |