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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 | $7,336 | $97,020-92.4% | $83,327-91.2% | $135,380-94.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -13.25% | 12.31%-25.6pp | 10.64%-23.9pp | 519.81%-533.1pp |
| Employer contribution / active EE | $2,188 | $4,144-47.2% | $3,379-35.2% | $4,779-54.2% |
| Participant deferral / active EE | $4,921 | $5,964-17.5% | $5,565-11.6% | $5,609-12.3% |
| Admin fee / account holder | $18 | $8,426-99.8% | $7,540-99.8% | $10,828-99.8% |