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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 | $9,042 | $167,362-94.6% | $143,799-93.7% | $134,532-93.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.37% | 0.47%-28.8pp | -0.04%-28.3pp | 418.27%-446.6pp |
| Employer contribution / active EE | $3,019 | $5,620-46.3% | $4,952-39.0% | $4,741-36.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $85 | $18,094-99.5% | $14,677-99.4% | $11,429-99.3% |