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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 | $11,739 | $106,749-89.0% | $145,433-91.9% | $82,448-85.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | -3.56% | 27.59%-31.1pp | 66.58%-70.1pp | 41.64%-45.2pp |
| Employer contribution / active EE | $3,273 | $3,444-5.0% | $4,554-28.1% | $2,551+28.3% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $62 | $8,390-99.3% | $13,129-99.5% | $7,234-99.1% |