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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 | $23,514 | $147,167-84.0% | $111,392-78.9% | $135,379-82.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -9.47% | -4.44%-5.0pp | -2.06%-7.4pp | 519.79%-529.3pp |
| Employer contribution / active EE | $2,383 | $5,204-54.2% | $4,328-44.9% | $4,779-50.1% |
| Participant deferral / active EE | $4,827 | $6,565-26.5% | $5,567-13.3% | $5,609-13.9% |
| Admin fee / account holder | $207 | $20,270-99.0% | $12,266-98.3% | $10,828-98.1% |