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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 | $15,495 | $93,346-83.4% | $71,796-78.4% | $273,972-94.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -3.21% | 130.39%-133.6pp | 78.04%-81.2pp | 41.46%-44.7pp |
| Employer contribution / active EE | $2,815 | $2,733+3.0% | $1,924+46.3% | $4,869-42.2% |
| Participant deferral / active EE | $5,748 | $3,475+65.4% | $2,794+105.7% | $5,287+8.7% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |