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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 | $7,202 | $138,076-94.8% | $123,553-94.2% | $135,380-94.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.79% | 153.70%-173.5pp | 119.21%-139.0pp | 519.81%-539.6pp |
| Employer contribution / active EE | $3,148 | $5,152-38.9% | $4,628-32.0% | $4,779-34.1% |
| Participant deferral / active EE | $4,102 | $6,800-39.7% | $6,426-36.2% | $5,609-26.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |