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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 | $12,863 | $167,362-92.3% | $143,799-91.1% | $134,532-90.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.87% | 0.47%-22.3pp | -0.04%-21.8pp | 418.27%-440.1pp |
| Employer contribution / active EE | $1,574 | $5,620-72.0% | $4,952-68.2% | $4,741-66.8% |
| Participant deferral / active EE | $6,786 | $6,447+5.2% | $5,638+20.3% | $6,401+6.0% |
| Admin fee / account holder | $193 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |