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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 | $13,308 | $167,362-92.0% | $143,799-90.7% | $134,532-90.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.19% | 0.47%-29.7pp | -0.04%-29.1pp | 418.27%-447.5pp |
| Employer contribution / active EE | $2,734 | $5,620-51.4% | $4,952-44.8% | $4,741-42.3% |
| Participant deferral / active EE | $8,700 | $6,447+34.9% | $5,638+54.3% | $6,401+35.9% |
| Admin fee / account holder | $198 | $18,094-98.9% | $14,677-98.7% | $11,429-98.3% |