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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 | $9,687 | $133,981-92.8% | $112,249-91.4% | $134,532-92.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.76% | 47.16%-67.9pp | 27.48%-48.2pp | 418.27%-439.0pp |
| Employer contribution / active EE | $1,835 | $4,040-54.6% | $3,636-49.5% | $4,741-61.3% |
| Participant deferral / active EE | $2,723 | $5,292-48.5% | $4,729-42.4% | $6,401-57.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |