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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 | $15,877 | $167,533-90.5% | $151,645-89.5% | $134,545-88.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.65% | 7.81%-32.5pp | 3.34%-28.0pp | 418.37%-443.0pp |
| Employer contribution / active EE | $1,663 | $6,828-75.6% | $6,165-73.0% | $4,742-64.9% |
| Participant deferral / active EE | $7,851 | $8,985-12.6% | $8,363-6.1% | $6,401+22.6% |
| Admin fee / account holder | $6 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |