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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 | $9,685 | $92,219-89.5% | $76,767-87.4% | $135,380-92.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -23.59% | 5.46%-29.1pp | 2.43%-26.0pp | 519.81%-543.4pp |
| Employer contribution / active EE | $1,321 | $3,216-58.9% | $2,485-46.9% | $4,779-72.4% |
| Participant deferral / active EE | $5,208 | $4,508+15.5% | $3,852+35.2% | $5,609-7.1% |
| Admin fee / account holder | $22 | $10,749-99.8% | $6,675-99.7% | $10,828-99.8% |