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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 | $11,294 | $158,852-92.9% | $121,220-90.7% | $135,380-91.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -11.70% | -0.64%-11.1pp | 16.94%-28.6pp | 519.81%-531.5pp |
| Employer contribution / active EE | $1,077 | $5,666-81.0% | $4,023-73.2% | $4,779-77.5% |
| Participant deferral / active EE | $2,586 | $4,006-35.4% | $3,345-22.7% | $5,609-53.9% |
| Admin fee / account holder | $88 | $6,515-98.6% | $5,021-98.2% | $10,828-99.2% |