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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 | $15,983 | $113,941-86.0% | $94,229-83.0% | $125,389-87.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.17% | 5.29%-9.5pp | 10.68%-14.8pp | 282.24%-286.4pp |
| Employer contribution / active EE | $1,548 | $4,727-67.3% | $3,587-56.8% | $4,866-68.2% |
| Participant deferral / active EE | $3,535 | $5,179-31.7% | $4,320-18.2% | $5,352-33.9% |
| Admin fee / account holder | $126 | $8,392-98.5% | $6,269-98.0% | $9,541-98.7% |