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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 | $2,855 | $107,809-97.4% | $90,657-96.9% | $135,379-97.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -27.13% | -0.90%-26.2pp | 1.89%-29.0pp | 519.79%-546.9pp |
| Employer contribution / active EE | $1,087 | $3,018-64.0% | $2,532-57.1% | $4,779-77.3% |
| Participant deferral / active EE | $1,424 | $3,872-63.2% | $3,424-58.4% | $5,609-74.6% |
| Admin fee / account holder | $157 | $5,931-97.4% | $4,994-96.9% | $10,828-98.6% |