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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 | $18,620 | $211,946-91.2% | $169,452-89.0% | $135,382-86.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -11.76% | 3.26%-15.0pp | 1.83%-13.6pp | 519.77%-531.5pp |
| Employer contribution / active EE | $762 | $5,117-85.1% | $4,157-81.7% | $4,779-84.0% |
| Participant deferral / active EE | $4,689 | $6,075-22.8% | $5,277-11.1% | $5,609-16.4% |
| Admin fee / account holder | $81 | $11,472-99.3% | $9,110-99.1% | $10,829-99.3% |