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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 | $16,994 | $167,362-89.8% | $143,799-88.2% | $134,532-87.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.39% | 0.47%-20.9pp | -0.04%-20.3pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,028 | $5,620-63.9% | $4,952-59.1% | $4,741-57.2% |
| Participant deferral / active EE | $4,923 | $6,447-23.6% | $5,638-12.7% | $6,401-23.1% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |