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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 | $33,188 | $198,945-83.3% | $184,886-82.0% | $248,183-86.6% |
| Participation rate | 100.0% | 57.2%+42.8pp | 47.1%+52.9pp | 45.9%+54.1pp |
| Annual return | -21.72% | 7.15%-28.9pp | 8.32%-30.0pp | 10.21%-31.9pp |
| Employer contribution / active EE | $9,886 | $38,756-74.5% | $30,793-67.9% | $42,272-76.6% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $73 | $3,060-97.6% | $2,802-97.4% | $13,518-99.5% |