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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 | $16,000 | $216,853-92.6% | $192,072-91.7% | $461,066-96.5% |
| Participation rate | 100.0% | 88.6%+11.4pp | 86.4%+13.6pp | 87.7%+12.3pp |
| Annual return | -5.88% | -0.83%-5.1pp | -0.38%-5.5pp | 484.84%-490.7pp |
| Employer contribution / active EE | $0 | $8,611-100.0% | $7,585-100.0% | $9,163-100.0% |
| Participant deferral / active EE | $0 | $4,842-100.0% | $4,904-100.0% | $6,032-100.0% |
| Admin fee / account holder | $0 | $11,707-100.0% | $10,448-100.0% | $28,147-100.0% |