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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 | $13,215 | $92,219-85.7% | $76,767-82.8% | $135,380-90.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.19% | 5.46%-15.7pp | 2.43%-12.6pp | 519.81%-530.0pp |
| Employer contribution / active EE | $1,087 | $3,216-66.2% | $2,485-56.2% | $4,779-77.2% |
| Participant deferral / active EE | $2,496 | $4,508-44.6% | $3,852-35.2% | $5,609-55.5% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |