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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 | $10,132 | $167,353-93.9% | $143,797-93.0% | $134,545-92.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.08% | 0.48%-23.6pp | -0.04%-23.0pp | 418.37%-441.4pp |
| Employer contribution / active EE | $1,470 | $5,620-73.9% | $4,952-70.3% | $4,742-69.0% |
| Participant deferral / active EE | $4,995 | $6,447-22.5% | $5,638-11.4% | $6,401-22.0% |
| Admin fee / account holder | $293 | $18,096-98.4% | $14,679-98.0% | $11,431-97.4% |