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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 | $4,978 | $142,392-96.5% | $119,622-95.8% | $134,532-96.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -21.73% | -12.46%-9.3pp | -14.98%-6.7pp | 418.27%-440.0pp |
| Employer contribution / active EE | $3,989 | $5,224-23.6% | $4,232-5.7% | $4,741-15.9% |
| Participant deferral / active EE | $2,130 | $6,467-67.1% | $5,601-62.0% | $6,401-66.7% |
| Admin fee / account holder | $230 | $13,593-98.3% | $10,328-97.8% | $11,429-98.0% |