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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 | $17,754 | $167,362-89.4% | $143,799-87.7% | $134,532-86.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.23% | 0.47%-36.7pp | -0.04%-36.2pp | 418.27%-454.5pp |
| Employer contribution / active EE | $9,570 | $5,620+70.3% | $4,952+93.3% | $4,741+101.9% |
| Participant deferral / active EE | $8,570 | $6,447+32.9% | $5,638+52.0% | $6,401+33.9% |
| Admin fee / account holder | $105 | $18,094-99.4% | $14,677-99.3% | $11,429-99.1% |