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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 | $12,103 | $138,072-91.2% | $123,549-90.2% | $135,382-91.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.96% | 153.69%-167.7pp | 119.20%-133.2pp | 519.77%-533.7pp |
| Employer contribution / active EE | $2,570 | $5,152-50.1% | $4,628-44.5% | $4,779-46.2% |
| Participant deferral / active EE | $2,570 | $6,799-62.2% | $6,426-60.0% | $5,609-54.2% |
| Admin fee / account holder | $104 | $10,917-99.0% | $9,284-98.9% | $10,829-99.0% |