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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 | $18,660 | $92,219-79.8% | $76,768-75.7% | $135,379-86.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.68% | 5.46%-16.1pp | 2.43%-13.1pp | 519.79%-530.5pp |
| Employer contribution / active EE | $2,817 | $3,216-12.4% | $2,485+13.4% | $4,779-41.0% |
| Participant deferral / active EE | $11,121 | $4,508+146.7% | $3,852+188.7% | $5,609+98.3% |
| Admin fee / account holder | $55 | $10,749-99.5% | $6,675-99.2% | $10,828-99.5% |