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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 | $19,985 | $131,835-84.8% | $108,582-81.6% | $273,972-92.7% |
| Participation rate | 76.5% | 83.5%-7.0pp | 79.6%-3.1pp | 83.0%-6.5pp |
| Annual return | -36.58% | -91.57%+55.0pp | -51.70%+15.1pp | 41.46%-78.0pp |
| Employer contribution / active EE | $10,385 | $4,913+111.4% | $3,758+176.3% | $4,869+113.3% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |