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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 | $13,019 | $138,075-90.6% | $123,552-89.5% | $135,379-90.4% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -41.44% | 153.70%-195.1pp | 119.20%-160.6pp | 519.79%-561.2pp |
| Employer contribution / active EE | $2,640 | $5,152-48.8% | $4,628-43.0% | $4,779-44.8% |
| Participant deferral / active EE | $8,693 | $6,800+27.8% | $6,426+35.3% | $5,609+55.0% |
| Admin fee / account holder | $230 | $10,917-97.9% | $9,285-97.5% | $10,828-97.9% |