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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 | $11,624 | $107,809-89.2% | $90,657-87.2% | $135,380-91.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -15.01% | -0.90%-14.1pp | 1.89%-16.9pp | 519.81%-534.8pp |
| Employer contribution / active EE | $2,251 | $3,018-25.4% | $2,532-11.1% | $4,779-52.9% |
| Participant deferral / active EE | $5,188 | $3,872+34.0% | $3,424+51.5% | $5,609-7.5% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |