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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 | $20,304 | $167,533-87.9% | $151,645-86.6% | $134,545-84.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.85% | 7.81%-31.7pp | 3.34%-27.2pp | 418.37%-442.2pp |
| Employer contribution / active EE | $3,188 | $6,828-53.3% | $6,165-48.3% | $4,742-32.8% |
| Participant deferral / active EE | $6,062 | $8,985-32.5% | $8,363-27.5% | $6,401-5.3% |
| Admin fee / account holder | $75 | $13,781-99.5% | $11,614-99.4% | $11,431-99.3% |