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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 | $13,167 | $167,522-92.1% | $151,639-91.3% | $134,532-90.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -40.77% | 7.81%-48.6pp | 3.34%-44.1pp | 418.27%-459.0pp |
| Employer contribution / active EE | $1,722 | $6,828-74.8% | $6,165-72.1% | $4,741-63.7% |
| Participant deferral / active EE | $9,374 | $8,986+4.3% | $8,363+12.1% | $6,401+46.4% |
| Admin fee / account holder | $40 | $13,780-99.7% | $11,613-99.7% | $11,429-99.7% |