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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 | $9,300 | $85,790-89.2% | $67,313-86.2% | $135,380-93.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.18% | -0.54%-10.6pp | -4.08%-7.1pp | 519.81%-531.0pp |
| Employer contribution / active EE | $3,695 | $3,487+5.9% | $2,566+44.0% | $4,779-22.7% |
| Participant deferral / active EE | $1,397 | $4,651-70.0% | $3,568-60.9% | $5,609-75.1% |
| Admin fee / account holder | $88 | $6,392-98.6% | $4,507-98.1% | $10,828-99.2% |