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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 | $15,280 | $211,946-92.8% | $169,452-91.0% | $135,380-88.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -29.93% | 3.26%-33.2pp | 1.83%-31.8pp | 519.81%-549.7pp |
| Employer contribution / active EE | $3,189 | $5,117-37.7% | $4,157-23.3% | $4,779-33.3% |
| Participant deferral / active EE | $8,561 | $6,075+40.9% | $5,277+62.2% | $5,609+52.6% |
| Admin fee / account holder | $49 | $11,472-99.6% | $9,110-99.5% | $10,828-99.5% |