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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 | $19,093 | $92,219-79.3% | $76,768-75.1% | $135,379-85.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.04% | 5.46%-14.5pp | 2.43%-11.5pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,436 | $3,216-24.3% | $2,485-2.0% | $4,779-49.0% |
| Participant deferral / active EE | $2,413 | $4,508-46.5% | $3,852-37.4% | $5,609-57.0% |
| Admin fee / account holder | $160 | $10,749-98.5% | $6,675-97.6% | $10,828-98.5% |