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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 | $17,357 | $90,590-80.8% | $90,782-80.9% | $135,380-87.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.7%+17.3pp | 82.6%+17.4pp |
| Annual return | -12.75% | -3.40%-9.4pp | -3.42%-9.3pp | 519.81%-532.6pp |
| Employer contribution / active EE | $4,000 | $4,352-8.1% | $4,105-2.6% | $4,779-16.3% |
| Participant deferral / active EE | $0 | $5,407-100.0% | $5,366-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $7,683-100.0% | $5,908-100.0% | $10,828-100.0% |