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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 | $14,223 | $138,076-89.7% | $123,553-88.5% | $135,380-89.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.65% | 153.70%-166.3pp | 119.21%-131.9pp | 519.81%-532.5pp |
| Employer contribution / active EE | $1,543 | $5,152-70.0% | $4,628-66.7% | $4,779-67.7% |
| Participant deferral / active EE | $7,184 | $6,800+5.7% | $6,426+11.8% | $5,609+28.1% |
| Admin fee / account holder | $47 | $10,917-99.6% | $9,284-99.5% | $10,828-99.6% |