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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 | $23,403 | $167,522-86.0% | $151,639-84.6% | $134,532-82.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.55% | 7.81%-31.4pp | 3.34%-26.9pp | 418.27%-441.8pp |
| Employer contribution / active EE | $3,621 | $6,828-47.0% | $6,165-41.3% | $4,741-23.6% |
| Participant deferral / active EE | $6,600 | $8,986-26.6% | $8,363-21.1% | $6,401+3.1% |
| Admin fee / account holder | $20 | $13,780-99.9% | $11,613-99.8% | $11,429-99.8% |