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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 | $9,449 | $167,353-94.4% | $143,797-93.4% | $134,545-93.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -39.00% | 0.48%-39.5pp | -0.04%-39.0pp | 418.37%-457.4pp |
| Employer contribution / active EE | $3,706 | $5,620-34.1% | $4,952-25.2% | $4,742-21.8% |
| Participant deferral / active EE | $4,568 | $6,447-29.1% | $5,638-19.0% | $6,401-28.6% |
| Admin fee / account holder | $8 | $18,096-100.0% | $14,679-99.9% | $11,431-99.9% |