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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 | $16,690 | $142,409-88.3% | $119,634-86.0% | $134,545-87.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -30.48% | -12.46%-18.0pp | -14.98%-15.5pp | 418.37%-448.9pp |
| Employer contribution / active EE | $2,080 | $5,224-60.2% | $4,232-50.9% | $4,742-56.1% |
| Participant deferral / active EE | $13,500 | $6,468+108.7% | $5,601+141.0% | $6,401+110.9% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |