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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 | $16,432 | $138,076-88.1% | $123,553-86.7% | $135,380-87.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -21.00% | 153.70%-174.7pp | 119.21%-140.2pp | 519.81%-540.8pp |
| Employer contribution / active EE | $3,707 | $5,152-28.1% | $4,628-19.9% | $4,779-22.4% |
| Participant deferral / active EE | $13,979 | $6,800+105.6% | $6,426+117.5% | $5,609+149.2% |
| Admin fee / account holder | $142 | $10,917-98.7% | $9,284-98.5% | $10,828-98.7% |