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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 | $11,997 | $92,219-87.0% | $76,767-84.4% | $135,380-91.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -22.33% | 5.46%-27.8pp | 2.43%-24.8pp | 519.81%-542.1pp |
| Employer contribution / active EE | $2,186 | $3,216-32.0% | $2,485-12.1% | $4,779-54.3% |
| Participant deferral / active EE | $8,683 | $4,508+92.6% | $3,852+125.4% | $5,609+54.8% |
| Admin fee / account holder | $166 | $10,749-98.5% | $6,675-97.5% | $10,828-98.5% |