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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 | $15,044 | $138,075-89.1% | $123,552-87.8% | $135,379-88.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -13.44% | 153.70%-167.1pp | 119.20%-132.6pp | 519.79%-533.2pp |
| Employer contribution / active EE | $3,528 | $5,152-31.5% | $4,628-23.8% | $4,779-26.2% |
| Participant deferral / active EE | $5,456 | $6,800-19.8% | $6,426-15.1% | $5,609-2.7% |
| Admin fee / account holder | $62 | $10,917-99.4% | $9,285-99.3% | $10,828-99.4% |