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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 | $8,797 | $167,353-94.7% | $143,797-93.9% | $134,545-93.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.60% | 0.48%-26.1pp | -0.04%-25.6pp | 418.37%-444.0pp |
| Employer contribution / active EE | $2,325 | $5,620-58.6% | $4,952-53.1% | $4,742-51.0% |
| Participant deferral / active EE | $5,105 | $6,447-20.8% | $5,638-9.5% | $6,401-20.3% |
| Admin fee / account holder | $147 | $18,096-99.2% | $14,679-99.0% | $11,431-98.7% |