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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 | $8,394 | $72,404-88.4% | $110,243-92.4% | $64,173-86.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.82% | -6.29%-1.5pp | 314.76%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $4,491 | $2,282+96.8% | $3,827+17.3% | $2,381+88.6% |
| Participant deferral / active EE | $2,499 | $3,469-28.0% | $4,672-46.5% | $3,470-28.0% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |