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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 | $12,864 | $64,359-80.0% | $90,161-85.7% | $70,126-81.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | -16.08% | 28.13%-44.2pp | 34.89%-51.0pp | 73.15%-89.2pp |
| Employer contribution / active EE | $7,062 | $2,046+245.2% | $3,318+112.8% | $2,343+201.5% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $21 | $3,945-99.5% | $5,943-99.6% | $4,645-99.5% |