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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 | $10,084 | $100,792-90.0% | $86,691-88.4% | $134,509-92.5% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -24.67% | 29.08%-53.7pp | 35.94%-60.6pp | 418.13%-442.8pp |
| Employer contribution / active EE | $2,347 | $3,491-32.8% | $2,837-17.3% | $4,741-50.5% |
| Participant deferral / active EE | $6,634 | $5,339+24.3% | $4,656+42.5% | $6,400+3.7% |
| Admin fee / account holder | $65 | $10,924-99.4% | $7,492-99.1% | $11,427-99.4% |