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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 | $15,497 | $142,361-89.1% | $119,608-87.0% | $134,509-88.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -176.45% | -12.46%-164.0pp | -14.98%-161.5pp | 418.13%-594.6pp |
| Employer contribution / active EE | $13,114 | $5,224+151.0% | $4,232+209.9% | $4,741+176.6% |
| Participant deferral / active EE | $3,114 | $6,468-51.9% | $5,601-44.4% | $6,400-51.3% |
| Admin fee / account holder | $99 | $13,588-99.3% | $10,326-99.0% | $11,427-99.1% |