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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 | $9,115 | $142,392-93.6% | $119,622-92.4% | $134,532-93.2% |
| 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 | $1,807 | $5,224-65.4% | $4,232-57.3% | $4,741-61.9% |
| Participant deferral / active EE | $4,867 | $6,467-24.7% | $5,601-13.1% | $6,401-24.0% |
| Admin fee / account holder | $102 | $13,593-99.2% | $10,328-99.0% | $11,429-99.1% |