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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 | $17,748 | $138,076-87.1% | $123,553-85.6% | $135,380-86.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.93% | 153.70%-166.6pp | 119.21%-132.1pp | 519.81%-532.7pp |
| Employer contribution / active EE | $6,474 | $5,152+25.7% | $4,628+39.9% | $4,779+35.5% |
| Participant deferral / active EE | $5,322 | $6,800-21.7% | $6,426-17.2% | $5,609-5.1% |
| Admin fee / account holder | $194 | $10,917-98.2% | $9,284-97.9% | $10,828-98.2% |