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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 | $4,191 | $127,387-96.7% | $115,038-96.4% | $125,389-96.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -8.30% | 31.28%-39.6pp | 26.14%-34.4pp | 282.24%-290.5pp |
| Employer contribution / active EE | $1,363 | $5,166-73.6% | $4,608-70.4% | $4,866-72.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $190 | $9,516-98.0% | $8,175-97.7% | $9,541-98.0% |