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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 | $3,436 | $87,542-96.1% | $75,782-95.5% | $125,393-97.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.48% | 13.48%-18.0pp | 9.68%-14.2pp | 282.23%-286.7pp |
| Employer contribution / active EE | $2,236 | $3,930-43.1% | $3,323-32.7% | $4,866-54.0% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,652-100.0% | $5,351-100.0% |
| Admin fee / account holder | $17 | $6,502-99.7% | $5,300-99.7% | $9,541-99.8% |