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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 | $16,191 | $115,814-86.0% | $101,275-84.0% | $158,982-89.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -30.51% | 56.16%-86.7pp | 46.48%-77.0pp | 302.99%-333.5pp |
| Employer contribution / active EE | $8,360 | $4,176+100.2% | $3,660+128.4% | $4,763+75.5% |
| Participant deferral / active EE | $4,136 | $4,958-16.6% | $4,371-5.4% | $5,983-30.9% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |