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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 | $12,284 | $211,946-94.2% | $169,452-92.8% | $135,379-90.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.16% | 3.26%-13.4pp | 1.83%-12.0pp | 519.79%-529.9pp |
| Employer contribution / active EE | $1,372 | $5,117-73.2% | $4,157-67.0% | $4,779-71.3% |
| Participant deferral / active EE | $2,081 | $6,075-65.7% | $5,277-60.6% | $5,609-62.9% |
| Admin fee / account holder | $79 | $11,472-99.3% | $9,110-99.1% | $10,828-99.3% |