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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 | $8,788 | $59,332-85.2% | $90,223-90.3% | $59,633-85.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.0%+21.0pp | 68.7%+31.3pp |
| Annual return | -6.49% | 3.25%-9.7pp | 1.31%-7.8pp | 2041.45%-2047.9pp |
| Employer contribution / active EE | $2,522 | $3,031-16.8% | $4,378-42.4% | $2,203+14.5% |
| Participant deferral / active EE | $4,322 | $4,369-1.1% | $5,792-25.4% | $3,192+35.4% |
| Admin fee / account holder | $0 | $5,032-100.0% | $7,406-100.0% | $4,297-100.0% |