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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 | $12,545 | $97,020-87.1% | $83,322-84.9% | $135,379-90.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.54% | 12.31%-26.9pp | 10.64%-25.2pp | 519.79%-534.3pp |
| Employer contribution / active EE | $2,333 | $4,144-43.7% | $3,379-31.0% | $4,779-51.2% |
| Participant deferral / active EE | $2,333 | $5,964-60.9% | $5,565-58.1% | $5,609-58.4% |
| Admin fee / account holder | $104 | $8,426-98.8% | $7,540-98.6% | $10,828-99.0% |