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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 | $14,594 | $138,076-89.4% | $123,553-88.2% | $135,380-89.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.66% | 153.70%-164.4pp | 119.21%-129.9pp | 519.81%-530.5pp |
| Employer contribution / active EE | $1,736 | $5,152-66.3% | $4,628-62.5% | $4,779-63.7% |
| Participant deferral / active EE | $4,986 | $6,800-26.7% | $6,426-22.4% | $5,609-11.1% |
| Admin fee / account holder | $243 | $10,917-97.8% | $9,284-97.4% | $10,828-97.8% |