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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 | $21,077 | $113,941-81.5% | $94,229-77.6% | $125,389-83.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -10.69% | 5.29%-16.0pp | 10.68%-21.4pp | 282.24%-292.9pp |
| Employer contribution / active EE | $5,339 | $4,727+12.9% | $3,587+48.8% | $4,866+9.7% |
| Participant deferral / active EE | $9,475 | $5,179+83.0% | $4,320+119.3% | $5,352+77.1% |
| Admin fee / account holder | $187 | $8,392-97.8% | $6,269-97.0% | $9,541-98.0% |