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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 | $11,274 | $167,533-93.3% | $151,645-92.6% | $134,545-91.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.13% | 7.81%-29.9pp | 3.34%-25.5pp | 418.37%-440.5pp |
| Employer contribution / active EE | $3,788 | $6,828-44.5% | $6,165-38.6% | $4,742-20.1% |
| Participant deferral / active EE | $8,620 | $8,985-4.1% | $8,363+3.1% | $6,401+34.7% |
| Admin fee / account holder | $61 | $13,781-99.6% | $11,614-99.5% | $11,431-99.5% |