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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 | $11,824 | $138,075-91.4% | $123,552-90.4% | $135,379-91.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -20.49% | 153.70%-174.2pp | 119.20%-139.7pp | 519.79%-540.3pp |
| Employer contribution / active EE | $1,330 | $5,152-74.2% | $4,628-71.3% | $4,779-72.2% |
| Participant deferral / active EE | $5,425 | $6,800-20.2% | $6,426-15.6% | $5,609-3.3% |
| Admin fee / account holder | $147 | $10,917-98.7% | $9,285-98.4% | $10,828-98.6% |