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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 | $15,681 | $138,076-88.6% | $123,553-87.3% | $135,380-88.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.57% | 153.70%-173.3pp | 119.21%-138.8pp | 519.81%-539.4pp |
| Employer contribution / active EE | $2,329 | $5,152-54.8% | $4,628-49.7% | $4,779-51.3% |
| Participant deferral / active EE | $7,378 | $6,800+8.5% | $6,426+14.8% | $5,609+31.5% |
| Admin fee / account holder | $288 | $10,917-97.4% | $9,284-96.9% | $10,828-97.3% |