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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 | $18,739 | $138,072-86.4% | $123,549-84.8% | $135,382-86.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -18.15% | 153.69%-171.8pp | 119.20%-137.3pp | 519.77%-537.9pp |
| Employer contribution / active EE | $4,226 | $5,152-18.0% | $4,628-8.7% | $4,779-11.6% |
| Participant deferral / active EE | $17,750 | $6,799+161.1% | $6,426+176.2% | $5,609+216.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |