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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 | $13,925 | $167,522-91.7% | $151,639-90.8% | $134,532-89.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.68% | 7.81%-36.5pp | 3.34%-32.0pp | 418.27%-446.9pp |
| Employer contribution / active EE | $5,852 | $6,828-14.3% | $6,165-5.1% | $4,741+23.4% |
| Participant deferral / active EE | $3,852 | $8,986-57.1% | $8,363-53.9% | $6,401-39.8% |
| Admin fee / account holder | $16 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |