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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 | $17,973 | $138,076-87.0% | $123,553-85.5% | $135,380-86.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.20% | 153.70%-167.9pp | 119.21%-133.4pp | 519.81%-534.0pp |
| Employer contribution / active EE | $1,483 | $5,152-71.2% | $4,628-68.0% | $4,779-69.0% |
| Participant deferral / active EE | $5,786 | $6,800-14.9% | $6,426-10.0% | $5,609+3.2% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |