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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 | $12,248 | $138,072-91.1% | $123,549-90.1% | $135,382-91.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -26.01% | 153.69%-179.7pp | 119.20%-145.2pp | 519.77%-545.8pp |
| Employer contribution / active EE | $2,285 | $5,152-55.6% | $4,628-50.6% | $4,779-52.2% |
| Participant deferral / active EE | $9,108 | $6,799+34.0% | $6,426+41.7% | $5,609+62.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |