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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 | $14,517 | $167,522-91.3% | $151,639-90.4% | $134,532-89.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -40.16% | 7.81%-48.0pp | 3.34%-43.5pp | 418.27%-458.4pp |
| Employer contribution / active EE | $4,782 | $6,828-30.0% | $6,165-22.4% | $4,741+0.9% |
| Participant deferral / active EE | $8,322 | $8,986-7.4% | $8,363-0.5% | $6,401+30.0% |
| Admin fee / account holder | $12 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |