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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 | $10,137 | $80,992-87.5% | $96,534-89.5% | $75,173-86.5% |
| Participation rate | 96.5% | 71.8%+24.7pp | 76.0%+20.5pp | 67.2%+29.3pp |
| Annual return | -44.94% | 27.05%-72.0pp | 25.88%-70.8pp | 160.72%-205.7pp |
| Employer contribution / active EE | $2,275 | $2,283-0.4% | $2,965-23.3% | $2,671-14.8% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |