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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 | $15,352 | $138,076-88.9% | $123,553-87.6% | $135,380-88.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -29.59% | 153.70%-183.3pp | 119.21%-148.8pp | 519.81%-549.4pp |
| Employer contribution / active EE | $1,972 | $5,152-61.7% | $4,628-57.4% | $4,779-58.7% |
| Participant deferral / active EE | $9,628 | $6,800+41.6% | $6,426+49.8% | $5,609+71.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |