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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 | $14,211 | $95,975-85.2% | $74,549-80.9% | $135,379-89.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -19.60% | 56.96%-76.6pp | 32.53%-52.1pp | 519.79%-539.4pp |
| Employer contribution / active EE | $2,827 | $2,716+4.1% | $1,961+44.1% | $4,779-40.9% |
| Participant deferral / active EE | $10,254 | $3,844+166.8% | $3,108+229.9% | $5,609+82.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |