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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 | $9,305 | $95,188-90.2% | $76,518-87.8% | $135,380-93.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -14.17% | 4.85%-19.0pp | -0.27%-13.9pp | 519.81%-534.0pp |
| Employer contribution / active EE | $1,995 | $3,303-39.6% | $2,647-24.6% | $4,779-58.3% |
| Participant deferral / active EE | $3,278 | $4,640-29.4% | $3,836-14.5% | $5,609-41.6% |
| Admin fee / account holder | $56 | $6,249-99.1% | $4,849-98.9% | $10,828-99.5% |