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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 | $18,991 | $138,076-86.2% | $123,553-84.6% | $135,380-86.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.32% | 153.70%-169.0pp | 119.21%-134.5pp | 519.81%-535.1pp |
| Employer contribution / active EE | $5,335 | $5,152+3.5% | $4,628+15.3% | $4,779+11.6% |
| Participant deferral / active EE | $6,438 | $6,800-5.3% | $6,426+0.2% | $5,609+14.8% |
| Admin fee / account holder | $77 | $10,917-99.3% | $9,284-99.2% | $10,828-99.3% |