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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 | $15,474 | $99,032-84.4% | $80,022-80.7% | $135,379-88.6% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -14.22% | 15.39%-29.6pp | 11.22%-25.4pp | 519.79%-534.0pp |
| Employer contribution / active EE | $1,370 | $3,043-55.0% | $2,468-44.5% | $4,779-71.3% |
| Participant deferral / active EE | $5,914 | $4,282+38.1% | $3,686+60.5% | $5,609+5.4% |
| Admin fee / account holder | $69 | $10,436-99.3% | $6,521-98.9% | $10,828-99.4% |