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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 | $26,286 | $140,592-81.3% | $123,105-78.6% | $125,389-79.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -21.26% | 16.80%-38.1pp | 13.22%-34.5pp | 282.24%-303.5pp |
| Employer contribution / active EE | $15,361 | $6,041+154.3% | $5,151+198.2% | $4,866+215.7% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |