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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 | $9,636 | $138,076-93.0% | $123,553-92.2% | $135,380-92.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.47% | 153.70%-164.2pp | 119.21%-129.7pp | 519.81%-530.3pp |
| Employer contribution / active EE | $2,214 | $5,152-57.0% | $4,628-52.2% | $4,779-53.7% |
| Participant deferral / active EE | $2,467 | $6,800-63.7% | $6,426-61.6% | $5,609-56.0% |
| Admin fee / account holder | $60 | $10,917-99.4% | $9,284-99.4% | $10,828-99.4% |