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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 | $11,642 | $197,819-94.1% | $155,789-92.5% | $125,389-90.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -13.86% | 86.73%-100.6pp | 71.54%-85.4pp | 282.24%-296.1pp |
| Employer contribution / active EE | $2,477 | $4,850-48.9% | $3,839-35.5% | $4,866-49.1% |
| Participant deferral / active EE | $6,107 | $5,631+8.4% | $4,798+27.3% | $5,352+14.1% |
| Admin fee / account holder | $216 | $9,544-97.7% | $7,477-97.1% | $9,541-97.7% |