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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 | $9,742 | $131,835-92.6% | $108,582-91.0% | $273,972-96.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | -19.17% | -91.57%+72.4pp | -51.70%+32.5pp | 41.46%-60.6pp |
| Employer contribution / active EE | $2,145 | $4,913-56.3% | $3,758-42.9% | $4,869-55.9% |
| Participant deferral / active EE | $8,700 | $5,127+69.7% | $4,311+101.8% | $5,287+64.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |