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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 | $14,972 | $138,076-89.2% | $123,553-87.9% | $135,380-88.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.24% | 153.70%-171.9pp | 119.21%-137.4pp | 519.81%-538.0pp |
| Employer contribution / active EE | $3,636 | $5,152-29.4% | $4,628-21.4% | $4,779-23.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $110 | $10,917-99.0% | $9,284-98.8% | $10,828-99.0% |