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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 | $13,084 | $69,012-81.0% | $160,009-91.8% | $68,486-80.9% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -27.51% | -9.65%-17.9pp | 408.85%-436.4pp | -7.85%-19.7pp |
| Employer contribution / active EE | $4,181 | $2,212+89.0% | $4,225-1.0% | $2,597+61.0% |
| Participant deferral / active EE | $1,512 | $4,212-64.1% | $6,183-75.5% | $4,028-62.5% |
| Admin fee / account holder | $230 | $4,798-95.2% | $8,715-97.4% | $5,404-95.7% |