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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 | $13,073 | $167,362-92.2% | $143,799-90.9% | $134,532-90.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.06% | 0.47%-26.5pp | -0.04%-26.0pp | 418.27%-444.3pp |
| Employer contribution / active EE | $2,778 | $5,620-50.6% | $4,952-43.9% | $4,741-41.4% |
| Participant deferral / active EE | $7,781 | $6,447+20.7% | $5,638+38.0% | $6,401+21.6% |
| Admin fee / account holder | $189 | $18,094-99.0% | $14,677-98.7% | $11,429-98.3% |