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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 | $8,064 | $167,352-95.2% | $143,788-94.4% | $134,509-94.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -34.99% | 0.47%-35.5pp | -0.03%-35.0pp | 418.13%-453.1pp |
| Employer contribution / active EE | $1,303 | $5,620-76.8% | $4,952-73.7% | $4,741-72.5% |
| Participant deferral / active EE | $4,441 | $6,447-31.1% | $5,638-21.2% | $6,400-30.6% |
| Admin fee / account holder | $20 | $18,091-99.9% | $14,675-99.9% | $11,427-99.8% |