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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 | $18,434 | $167,522-89.0% | $151,639-87.8% | $134,532-86.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.92% | 7.81%-38.7pp | 3.34%-34.3pp | 418.27%-449.2pp |
| Employer contribution / active EE | $4,496 | $6,828-34.2% | $6,165-27.1% | $4,741-5.2% |
| Participant deferral / active EE | $7,560 | $8,986-15.9% | $8,363-9.6% | $6,401+18.1% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |