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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 | $9,017 | $106,115-91.5% | $85,969-89.5% | $125,389-92.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -9.62% | 13.93%-23.6pp | 9.32%-18.9pp | 282.24%-291.9pp |
| Employer contribution / active EE | $2,743 | $4,537-39.5% | $3,474-21.0% | $4,866-43.6% |
| Participant deferral / active EE | $4,412 | $4,859-9.2% | $3,829+15.2% | $5,352-17.6% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |