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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 | $10,638 | $52,678-79.8% | $75,784-86.0% | $59,633-82.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -5.03% | 2.95%-8.0pp | 9.68%-14.7pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $5,370 | $2,193+144.8% | $3,323+61.6% | $2,203+143.8% |
| Participant deferral / active EE | $2,977 | $2,591+14.9% | $3,652-18.5% | $3,192-6.7% |
| Admin fee / account holder | $279 | $3,610-92.3% | $5,300-94.7% | $4,297-93.5% |