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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 | $16,354 | $158,852-89.7% | $121,220-86.5% | $135,379-87.9% |
| Participation rate | 80.0% | 79.3%+0.7pp | 71.8%+8.2pp | 82.6%-2.6pp |
| Annual return | -10.97% | -0.64%-10.3pp | 16.94%-27.9pp | 519.79%-530.8pp |
| Employer contribution / active EE | $2,976 | $5,666-47.5% | $4,023-26.0% | $4,779-37.7% |
| Participant deferral / active EE | $2,006 | $4,006-49.9% | $3,345-40.0% | $5,609-64.2% |
| Admin fee / account holder | $48 | $6,515-99.3% | $5,021-99.1% | $10,828-99.6% |