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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 | $9,260 | $167,362-94.5% | $143,799-93.6% | $134,532-93.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.47% | 0.47%-32.9pp | -0.04%-32.4pp | 418.27%-450.7pp |
| Employer contribution / active EE | $1,257 | $5,620-77.6% | $4,952-74.6% | $4,741-73.5% |
| Participant deferral / active EE | $4,729 | $6,447-26.7% | $5,638-16.1% | $6,401-26.1% |
| Admin fee / account holder | $12 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |