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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 | $19,918 | $72,177-72.4% | $115,038-82.7% | $59,633-66.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -3.17% | 12.02%-15.2pp | 26.14%-29.3pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $4,038 | $2,841+42.1% | $4,608-12.4% | $2,203+83.3% |
| Participant deferral / active EE | $2,843 | $4,783-40.6% | $6,026-52.8% | $3,192-10.9% |
| Admin fee / account holder | $16 | $4,927-99.7% | $8,175-99.8% | $4,297-99.6% |