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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 | $7,544 | $211,946-96.4% | $169,452-95.5% | $135,380-94.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.79% | 3.26%-15.1pp | 1.83%-13.6pp | 519.81%-531.6pp |
| Employer contribution / active EE | $450 | $5,117-91.2% | $4,157-89.2% | $4,779-90.6% |
| Participant deferral / active EE | $1,800 | $6,075-70.4% | $5,277-65.9% | $5,609-67.9% |
| Admin fee / account holder | $63 | $11,472-99.5% | $9,110-99.3% | $10,828-99.4% |