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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 | $9,141 | $95,188-90.4% | $76,518-88.1% | $135,380-93.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -11.15% | 4.85%-16.0pp | -0.27%-10.9pp | 519.81%-531.0pp |
| Employer contribution / active EE | $836 | $3,303-74.7% | $2,647-68.4% | $4,779-82.5% |
| Participant deferral / active EE | $1,045 | $4,640-77.5% | $3,836-72.8% | $5,609-81.4% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |