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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 | $5,509 | $69,518-92.1% | $59,883-90.8% | $135,382-95.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -9.37% | 7.95%-17.3pp | 3.46%-12.8pp | 519.77%-529.1pp |
| Employer contribution / active EE | $540 | $3,235-83.3% | $2,722-80.2% | $4,779-88.7% |
| Participant deferral / active EE | $994 | $4,204-76.4% | $3,402-70.8% | $5,609-82.3% |
| Admin fee / account holder | $50 | $5,734-99.1% | $3,591-98.6% | $10,829-99.5% |