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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 | $10,022 | $167,362-94.0% | $143,799-93.0% | $134,532-92.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -35.92% | 0.47%-36.4pp | -0.04%-35.9pp | 418.27%-454.2pp |
| Employer contribution / active EE | $5,437 | $5,620-3.3% | $4,952+9.8% | $4,741+14.7% |
| Participant deferral / active EE | $8,057 | $6,447+25.0% | $5,638+42.9% | $6,401+25.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |