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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 | $15,813 | $86,298-81.7% | $111,308-85.8% | $85,847-81.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | -5.46% | 19.99%-25.4pp | 54.67%-60.1pp | 318.61%-324.1pp |
| Employer contribution / active EE | $4,364 | $2,044+113.6% | $2,732+59.8% | $2,565+70.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $8,189-100.0% | $7,965-100.0% | $6,261-100.0% |