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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 | $13,837 | $100,805-86.3% | $86,698-84.0% | $134,532-89.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -22.25% | 29.09%-51.3pp | 35.95%-58.2pp | 418.27%-440.5pp |
| Employer contribution / active EE | $2,315 | $3,490-33.7% | $2,837-18.4% | $4,741-51.2% |
| Participant deferral / active EE | $9,006 | $5,339+68.7% | $4,656+93.4% | $6,401+40.7% |
| Admin fee / account holder | $22 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |