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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 | $9,891 | $167,353-94.1% | $143,797-93.1% | $134,545-92.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.28% | 0.48%-31.8pp | -0.04%-31.2pp | 418.37%-449.7pp |
| Employer contribution / active EE | $2,864 | $5,620-49.0% | $4,952-42.2% | $4,742-39.6% |
| Participant deferral / active EE | $4,836 | $6,447-25.0% | $5,638-14.2% | $6,401-24.5% |
| Admin fee / account holder | $50 | $18,096-99.7% | $14,679-99.7% | $11,431-99.6% |