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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 | $13,101 | $92,219-85.8% | $76,766-82.9% | $135,382-90.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -14.24% | 5.46%-19.7pp | 2.43%-16.7pp | 519.77%-534.0pp |
| Employer contribution / active EE | $2,196 | $3,216-31.7% | $2,485-11.7% | $4,779-54.1% |
| Participant deferral / active EE | $5,480 | $4,508+21.5% | $3,851+42.3% | $5,609-2.3% |
| Admin fee / account holder | $11 | $10,749-99.9% | $6,675-99.8% | $10,829-99.9% |