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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 | $9,240 | $91,911-89.9% | $68,612-86.5% | $135,379-93.2% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -22.01% | -8.22%-13.8pp | -4.63%-17.4pp | 519.79%-541.8pp |
| Employer contribution / active EE | $1,840 | $3,924-53.1% | $2,625-29.9% | $4,779-61.5% |
| Participant deferral / active EE | $8,846 | $4,315+105.0% | $3,311+167.1% | $5,609+57.7% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |