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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 | $11,003 | $138,076-92.0% | $123,553-91.1% | $135,380-91.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -43.99% | 153.70%-197.7pp | 119.21%-163.2pp | 519.81%-563.8pp |
| Employer contribution / active EE | $2,093 | $5,152-59.4% | $4,628-54.8% | $4,779-56.2% |
| Participant deferral / active EE | $5,402 | $6,800-20.6% | $6,426-15.9% | $5,609-3.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |