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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 | $9,443 | $167,362-94.4% | $143,799-93.4% | $134,532-93.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -32.04% | 0.47%-32.5pp | -0.04%-32.0pp | 418.27%-450.3pp |
| Employer contribution / active EE | $4,070 | $5,620-27.6% | $4,952-17.8% | $4,741-14.1% |
| Participant deferral / active EE | $11,493 | $6,447+78.3% | $5,638+103.8% | $6,401+79.6% |
| Admin fee / account holder | $294 | $18,094-98.4% | $14,677-98.0% | $11,429-97.4% |