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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 | $16,714 | $138,076-87.9% | $123,553-86.5% | $135,380-87.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -16.71% | 153.70%-170.4pp | 119.21%-135.9pp | 519.81%-536.5pp |
| Employer contribution / active EE | $4,972 | $5,152-3.5% | $4,628+7.4% | $4,779+4.0% |
| Participant deferral / active EE | $10,764 | $6,800+58.3% | $6,426+67.5% | $5,609+91.9% |
| Admin fee / account holder | $26 | $10,917-99.8% | $9,284-99.7% | $10,828-99.8% |