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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 | $20,187 | $113,941-82.3% | $94,229-78.6% | $125,389-83.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.93% | 5.29%-11.2pp | 10.68%-16.6pp | 282.24%-288.2pp |
| Employer contribution / active EE | $3,218 | $4,727-31.9% | $3,587-10.3% | $4,866-33.9% |
| Participant deferral / active EE | $9,899 | $5,179+91.1% | $4,320+129.1% | $5,352+85.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |