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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 | $14,794 | $167,362-91.2% | $143,799-89.7% | $134,532-89.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.12% | 0.47%-29.6pp | -0.04%-29.1pp | 418.27%-447.4pp |
| Employer contribution / active EE | $6,478 | $5,620+15.2% | $4,952+30.8% | $4,741+36.6% |
| Participant deferral / active EE | $4,277 | $6,447-33.7% | $5,638-24.1% | $6,401-33.2% |
| Admin fee / account holder | $45 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |