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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 | $12,016 | $138,076-91.3% | $123,553-90.3% | $135,380-91.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.78% | 153.70%-173.5pp | 119.21%-139.0pp | 519.81%-539.6pp |
| Employer contribution / active EE | $3,097 | $5,152-39.9% | $4,628-33.1% | $4,779-35.2% |
| Participant deferral / active EE | $5,103 | $6,800-25.0% | $6,426-20.6% | $5,609-9.0% |
| Admin fee / account holder | $42 | $10,917-99.6% | $9,284-99.6% | $10,828-99.6% |