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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 | $14,671 | $113,941-87.1% | $94,228-84.4% | $125,388-88.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -12.71% | 5.29%-18.0pp | 10.68%-23.4pp | 282.24%-295.0pp |
| Employer contribution / active EE | $3,437 | $4,727-27.3% | $3,587-4.2% | $4,866-29.4% |
| Participant deferral / active EE | $7,901 | $5,179+52.6% | $4,320+82.9% | $5,352+47.6% |
| Admin fee / account holder | $101 | $8,392-98.8% | $6,269-98.4% | $9,541-98.9% |