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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 | $8,498 | $95,188-91.1% | $76,518-88.9% | $135,380-93.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -17.05% | 4.85%-21.9pp | -0.27%-16.8pp | 519.81%-536.9pp |
| Employer contribution / active EE | $1,747 | $3,303-47.1% | $2,647-34.0% | $4,779-63.4% |
| Participant deferral / active EE | $3,036 | $4,640-34.6% | $3,836-20.9% | $5,609-45.9% |
| Admin fee / account holder | $157 | $6,249-97.5% | $4,849-96.8% | $10,828-98.5% |