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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 | $17,139 | $167,352-89.8% | $143,788-88.1% | $134,509-87.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.77% | 0.47%-25.2pp | -0.03%-24.7pp | 418.13%-442.9pp |
| Employer contribution / active EE | $4,493 | $5,620-20.0% | $4,952-9.3% | $4,741-5.2% |
| Participant deferral / active EE | $15,002 | $6,447+132.7% | $5,638+166.1% | $6,400+134.4% |
| Admin fee / account holder | $20 | $18,091-99.9% | $14,675-99.9% | $11,427-99.8% |