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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 | $13,094 | $142,392-90.8% | $119,622-89.1% | $134,532-90.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.46% | -12.46%-9.0pp | -14.98%-6.5pp | 418.27%-439.7pp |
| Employer contribution / active EE | $3,641 | $5,224-30.3% | $4,232-14.0% | $4,741-23.2% |
| Participant deferral / active EE | $3,967 | $6,467-38.7% | $5,601-29.2% | $6,401-38.0% |
| Admin fee / account holder | $193 | $13,593-98.6% | $10,328-98.1% | $11,429-98.3% |