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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 | $11,791 | $95,975-87.7% | $74,552-84.2% | $135,382-91.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -13.62% | 56.96%-70.6pp | 32.53%-46.2pp | 519.77%-533.4pp |
| Employer contribution / active EE | $2,092 | $2,716-23.0% | $1,961+6.7% | $4,779-56.2% |
| Participant deferral / active EE | $3,335 | $3,844-13.2% | $3,108+7.3% | $5,609-40.5% |
| Admin fee / account holder | $28 | $6,522-99.6% | $5,060-99.4% | $10,829-99.7% |