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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 | $9,113 | $105,867-91.4% | $90,760-90.0% | $134,532-93.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -24.21% | -10.99%-13.2pp | -12.16%-12.1pp | 418.27%-442.5pp |
| Employer contribution / active EE | $1,921 | $3,464-44.5% | $2,922-34.2% | $4,741-59.5% |
| Participant deferral / active EE | $3,945 | $5,217-24.4% | $4,565-13.6% | $6,401-38.4% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |