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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 | $7,821 | $97,020-91.9% | $83,327-90.6% | $135,380-94.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -18.93% | 12.31%-31.2pp | 10.64%-29.6pp | 519.81%-538.7pp |
| Employer contribution / active EE | $2,367 | $4,144-42.9% | $3,379-29.9% | $4,779-50.5% |
| Participant deferral / active EE | $2,367 | $5,964-60.3% | $5,565-57.5% | $5,609-57.8% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |