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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 | $18,635 | $72,177-74.2% | $115,037-83.8% | $59,633-68.8% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -11.46% | 12.02%-23.5pp | 26.14%-37.6pp | 2041.40%-2052.9pp |
| Employer contribution / active EE | $3,867 | $2,841+36.1% | $4,608-16.1% | $2,203+75.6% |
| Participant deferral / active EE | $0 | $4,783-100.0% | $6,026-100.0% | $3,192-100.0% |
| Admin fee / account holder | $89 | $4,927-98.2% | $8,175-98.9% | $4,297-97.9% |