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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 | $17,474 | $176,402-90.1% | $134,162-87.0% | $158,966-89.0% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | -0.52% | 63.66%-64.2pp | 36.35%-36.9pp | 302.95%-303.5pp |
| Employer contribution / active EE | $1,143 | $5,042-77.3% | $3,705-69.2% | $4,762-76.0% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $106 | $8,719-98.8% | $6,685-98.4% | $11,250-99.1% |