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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 | $13,620 | $142,392-90.4% | $119,622-88.6% | $134,532-89.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -33.01% | -12.46%-20.6pp | -14.98%-18.0pp | 418.27%-451.3pp |
| Employer contribution / active EE | $2,961 | $5,224-43.3% | $4,232-30.0% | $4,741-37.6% |
| Participant deferral / active EE | $3,779 | $6,467-41.6% | $5,601-32.5% | $6,401-41.0% |
| Admin fee / account holder | $77 | $13,593-99.4% | $10,328-99.3% | $11,429-99.3% |