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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 | $11,551 | $92,219-87.5% | $76,768-85.0% | $135,379-91.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -10.85% | 5.46%-16.3pp | 2.43%-13.3pp | 519.79%-530.6pp |
| Employer contribution / active EE | $2,019 | $3,216-37.2% | $2,485-18.8% | $4,779-57.7% |
| Participant deferral / active EE | $3,197 | $4,508-29.1% | $3,852-17.0% | $5,609-43.0% |
| Admin fee / account holder | $142 | $10,749-98.7% | $6,675-97.9% | $10,828-98.7% |