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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 | $7,302 | $158,852-95.4% | $121,220-94.0% | $135,379-94.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -17.31% | -0.64%-16.7pp | 16.94%-34.2pp | 519.79%-537.1pp |
| Employer contribution / active EE | $1,395 | $5,666-75.4% | $4,023-65.3% | $4,779-70.8% |
| Participant deferral / active EE | $3,122 | $4,006-22.0% | $3,345-6.7% | $5,609-44.3% |
| Admin fee / account holder | $115 | $6,515-98.2% | $5,021-97.7% | $10,828-98.9% |