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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 | $12,562 | $105,867-88.1% | $90,760-86.2% | $134,532-90.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -25.72% | -10.99%-14.7pp | -12.16%-13.6pp | 418.27%-444.0pp |
| Employer contribution / active EE | $3,834 | $3,464+10.7% | $2,922+31.2% | $4,741-19.1% |
| Participant deferral / active EE | $4,411 | $5,217-15.5% | $4,565-3.4% | $6,401-31.1% |
| Admin fee / account holder | $98 | $13,936-99.3% | $8,444-98.8% | $11,429-99.1% |