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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 | $15,426 | $78,694-80.4% | $67,652-77.2% | $125,389-87.7% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -5.55% | 9.46%-15.0pp | 6625.40%-6630.9pp | 282.24%-287.8pp |
| Employer contribution / active EE | $1,784 | $3,044-41.4% | $2,266-21.3% | $4,866-63.3% |
| Participant deferral / active EE | $3,147 | $4,292-26.7% | $3,560-11.6% | $5,352-41.2% |
| Admin fee / account holder | $85 | $7,403-98.9% | $4,821-98.2% | $9,541-99.1% |