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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 | $14,779 | $92,219-84.0% | $76,768-80.7% | $135,379-89.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -26.56% | 5.46%-32.0pp | 2.43%-29.0pp | 519.79%-546.3pp |
| Employer contribution / active EE | $2,784 | $3,216-13.4% | $2,485+12.0% | $4,779-41.8% |
| Participant deferral / active EE | $7,958 | $4,508+76.5% | $3,852+106.6% | $5,609+41.9% |
| Admin fee / account holder | $199 | $10,749-98.1% | $6,675-97.0% | $10,828-98.2% |