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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 | $7,143 | $177,595-96.0% | $148,496-95.2% | $198,609-96.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | -2.37% | 9.97%-12.3pp | 12.33%-14.7pp | 202.70%-205.1pp |
| Employer contribution / active EE | $7,187 | $4,098+75.4% | $3,497+105.5% | $5,055+42.2% |
| Participant deferral / active EE | $0 | $5,539-100.0% | $4,808-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $27,010-100.0% | $19,547-100.0% | $19,030-100.0% |