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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 | $18,641 | $167,522-88.9% | $151,639-87.7% | $134,532-86.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.21% | 7.81%-36.0pp | 3.34%-31.5pp | 418.27%-446.5pp |
| Employer contribution / active EE | $4,458 | $6,828-34.7% | $6,165-27.7% | $4,741-6.0% |
| Participant deferral / active EE | $9,447 | $8,986+5.1% | $8,363+13.0% | $6,401+47.6% |
| Admin fee / account holder | $60 | $13,780-99.6% | $11,613-99.5% | $11,429-99.5% |