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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 | $16,465 | $142,409-88.4% | $119,634-86.2% | $134,545-87.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.13% | -12.46%-11.7pp | -14.98%-9.1pp | 418.37%-442.5pp |
| Employer contribution / active EE | $2,902 | $5,224-44.5% | $4,232-31.4% | $4,742-38.8% |
| Participant deferral / active EE | $5,844 | $6,468-9.6% | $5,601+4.3% | $6,401-8.7% |
| Admin fee / account holder | $20 | $13,594-99.9% | $10,329-99.8% | $11,431-99.8% |