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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 | $10,725 | $167,353-93.6% | $143,797-92.5% | $134,545-92.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -42.96% | 0.48%-43.4pp | -0.04%-42.9pp | 418.37%-461.3pp |
| Employer contribution / active EE | $1,547 | $5,620-72.5% | $4,952-68.8% | $4,742-67.4% |
| Participant deferral / active EE | $8,319 | $6,447+29.0% | $5,638+47.5% | $6,401+30.0% |
| Admin fee / account holder | $47 | $18,096-99.7% | $14,679-99.7% | $11,431-99.6% |