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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 | $7,885 | $95,915-91.8% | $79,580-90.1% | $134,532-94.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.23% | -2.71%-21.5pp | 0.15%-24.4pp | 418.27%-442.5pp |
| Employer contribution / active EE | $1,891 | $3,129-39.6% | $2,413-21.6% | $4,741-60.1% |
| Participant deferral / active EE | $9,168 | $4,693+95.3% | $3,985+130.0% | $6,401+43.2% |
| Admin fee / account holder | $34 | $9,132-99.6% | $6,835-99.5% | $11,429-99.7% |