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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 | $14,307 | $142,409-90.0% | $119,634-88.0% | $134,545-89.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -36.08% | -12.46%-23.6pp | -14.98%-21.1pp | 418.37%-454.5pp |
| Employer contribution / active EE | $1,890 | $5,224-63.8% | $4,232-55.3% | $4,742-60.1% |
| Participant deferral / active EE | $9,077 | $6,468+40.3% | $5,601+62.1% | $6,401+41.8% |
| Admin fee / account holder | $17 | $13,594-99.9% | $10,329-99.8% | $11,431-99.9% |