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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 | $21,318 | $67,411-68.4% | $91,004-76.6% | $70,126-69.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 7.61% | -40.16%+47.8pp | 4.60%+3.0pp | 73.15%-65.5pp |
| Employer contribution / active EE | $14,121 | $1,786+690.7% | $2,456+475.0% | $2,343+502.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $167 | $4,236-96.1% | $5,417-96.9% | $4,645-96.4% |