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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 | $8,191 | $167,353-95.1% | $143,797-94.3% | $134,545-93.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.62% | 0.48%-26.1pp | -0.04%-25.6pp | 418.37%-444.0pp |
| Employer contribution / active EE | $1,887 | $5,620-66.4% | $4,952-61.9% | $4,742-60.2% |
| Participant deferral / active EE | $3,904 | $6,447-39.4% | $5,638-30.8% | $6,401-39.0% |
| Admin fee / account holder | $260 | $18,096-98.6% | $14,679-98.2% | $11,431-97.7% |