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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 | $16,303 | $112,300-85.5% | $90,223-81.9% | $125,389-87.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -4.61% | -0.57%-4.0pp | 1.31%-5.9pp | 282.24%-286.8pp |
| Employer contribution / active EE | $1,960 | $5,181-62.2% | $4,378-55.2% | $4,866-59.7% |
| Participant deferral / active EE | $7,235 | $6,733+7.5% | $5,792+24.9% | $5,352+35.2% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |