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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 | $8,265 | $90,590-90.9% | $90,782-90.9% | $135,380-93.9% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -16.19% | -3.40%-12.8pp | -3.42%-12.8pp | 519.81%-536.0pp |
| Employer contribution / active EE | $1,743 | $4,352-60.0% | $4,105-57.5% | $4,779-63.5% |
| Participant deferral / active EE | $4,309 | $5,407-20.3% | $5,366-19.7% | $5,609-23.2% |
| Admin fee / account holder | $62 | $7,683-99.2% | $5,908-99.0% | $10,828-99.4% |