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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 | $12,560 | $158,852-92.1% | $121,220-89.6% | $135,380-90.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -10.68% | -0.64%-10.0pp | 16.94%-27.6pp | 519.81%-530.5pp |
| Employer contribution / active EE | $6,514 | $5,666+15.0% | $4,023+61.9% | $4,779+36.3% |
| Participant deferral / active EE | $752 | $4,006-81.2% | $3,345-77.5% | $5,609-86.6% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |