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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 | $9,032 | $127,386-92.9% | $115,037-92.1% | $125,393-92.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -7.45% | 31.28%-38.7pp | 26.14%-33.6pp | 282.23%-289.7pp |
| Employer contribution / active EE | $2,030 | $5,166-60.7% | $4,608-56.0% | $4,866-58.3% |
| Participant deferral / active EE | $3,216 | $6,423-49.9% | $6,026-46.6% | $5,351-39.9% |
| Admin fee / account holder | $93 | $9,516-99.0% | $8,175-98.9% | $9,541-99.0% |