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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 | $17,124 | $167,533-89.8% | $151,645-88.7% | $134,545-87.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.44% | 7.81%-34.3pp | 3.34%-29.8pp | 418.37%-444.8pp |
| Employer contribution / active EE | $3,144 | $6,828-54.0% | $6,165-49.0% | $4,742-33.7% |
| Participant deferral / active EE | $8,836 | $8,985-1.7% | $8,363+5.7% | $6,401+38.0% |
| Admin fee / account holder | $207 | $13,781-98.5% | $11,614-98.2% | $11,431-98.2% |