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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 | $8,948 | $92,219-90.3% | $76,767-88.3% | $135,380-93.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -12.73% | 5.46%-18.2pp | 2.43%-15.2pp | 519.81%-532.5pp |
| Employer contribution / active EE | $4,650 | $3,216+44.6% | $2,485+87.1% | $4,779-2.7% |
| Participant deferral / active EE | $2,633 | $4,508-41.6% | $3,852-31.6% | $5,609-53.1% |
| Admin fee / account holder | $89 | $10,749-99.2% | $6,675-98.7% | $10,828-99.2% |