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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 | $8,823 | $95,193-90.7% | $76,523-88.5% | $135,382-93.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -13.43% | 4.85%-18.3pp | -0.27%-13.2pp | 519.77%-533.2pp |
| Employer contribution / active EE | $4,357 | $3,302+31.9% | $2,647+64.6% | $4,779-8.8% |
| Participant deferral / active EE | $8,446 | $4,639+82.1% | $3,835+120.2% | $5,609+50.6% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |