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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 | $12,171 | $211,224-94.2% | $178,505-93.2% | $145,897-91.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -35.11% | 30.28%-65.4pp | 27.16%-62.3pp | 552.29%-587.4pp |
| Employer contribution / active EE | $1,000 | $4,577-78.1% | $3,955-74.7% | $4,663-78.6% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |