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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 | $20,854 | $80,731-74.2% | $103,374-79.8% | $74,546-72.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | -56.10% | 27.56%-83.7pp | 24.89%-81.0pp | 1366.03%-1422.1pp |
| Employer contribution / active EE | $11,699 | $3,158+270.5% | $3,869+202.4% | $2,624+345.8% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,058-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $2,369-100.0% | $8,394-100.0% | $1,944-100.0% |