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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 | $10,006 | $95,917-89.6% | $79,583-87.4% | $134,545-92.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -29.97% | -2.70%-27.3pp | 0.16%-30.1pp | 418.37%-448.3pp |
| Employer contribution / active EE | $3,831 | $3,129+22.4% | $2,414+58.7% | $4,742-19.2% |
| Participant deferral / active EE | $4,722 | $4,694+0.6% | $3,986+18.5% | $6,401-26.2% |
| Admin fee / account holder | $56 | $9,132-99.4% | $6,835-99.2% | $11,431-99.5% |