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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 | $18,445 | $167,503-89.0% | $151,627-87.8% | $134,493-86.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -34.51% | 7.80%-42.3pp | 3.33%-37.8pp | 418.01%-452.5pp |
| Employer contribution / active EE | $4,057 | $6,829-40.6% | $6,166-34.2% | $4,740-14.4% |
| Participant deferral / active EE | $9,321 | $8,985+3.7% | $8,363+11.5% | $6,400+45.6% |
| Admin fee / account holder | $4 | $13,777-100.0% | $11,612-100.0% | $11,425-100.0% |