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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 | $7,895 | $95,188-91.7% | $76,518-89.7% | $135,380-94.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -10.48% | 4.85%-15.3pp | -0.27%-10.2pp | 519.81%-530.3pp |
| Employer contribution / active EE | $482 | $3,303-85.4% | $2,647-81.8% | $4,779-89.9% |
| Participant deferral / active EE | $3,042 | $4,640-34.4% | $3,836-20.7% | $5,609-45.8% |
| Admin fee / account holder | $10 | $6,249-99.8% | $4,849-99.8% | $10,828-99.9% |