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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 | $12,838 | $138,075-90.7% | $123,552-89.6% | $135,379-90.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.12% | 153.70%-165.8pp | 119.20%-131.3pp | 519.79%-531.9pp |
| Employer contribution / active EE | $4,387 | $5,152-14.8% | $4,628-5.2% | $4,779-8.2% |
| Participant deferral / active EE | $2,211 | $6,800-67.5% | $6,426-65.6% | $5,609-60.6% |
| Admin fee / account holder | $60 | $10,917-99.4% | $9,285-99.4% | $10,828-99.4% |