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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 | $20,543 | $211,946-90.3% | $169,452-87.9% | $135,380-84.8% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -19.97% | 3.26%-23.2pp | 1.83%-21.8pp | 519.81%-539.8pp |
| Employer contribution / active EE | $4,644 | $5,117-9.2% | $4,157+11.7% | $4,779-2.8% |
| Participant deferral / active EE | $9,644 | $6,075+58.7% | $5,277+82.8% | $5,609+71.9% |
| Admin fee / account holder | $81 | $11,472-99.3% | $9,110-99.1% | $10,828-99.3% |