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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 | $10,376 | $80,992-87.2% | $96,534-89.3% | $75,173-86.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | -23.29% | 27.05%-50.3pp | 25.88%-49.2pp | 160.72%-184.0pp |
| Employer contribution / active EE | $667 | $2,283-70.8% | $2,965-77.5% | $2,671-75.0% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $32 | $6,717-99.5% | $8,253-99.6% | $5,651-99.4% |