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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 | $107,421-89.1% | $182,262-93.6% | $94,015-87.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | -3.56% | 21.32%-24.9pp | 140.60%-144.2pp | 17.84%-21.4pp |
| Employer contribution / active EE | $3,273 | $3,448-5.1% | $5,046-35.1% | $2,790+17.3% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $62 | $8,692-99.3% | $16,712-99.6% | $8,951-99.3% |