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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 | $15,212 | $138,072-89.0% | $123,549-87.7% | $135,382-88.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -36.75% | 153.69%-190.4pp | 119.20%-155.9pp | 519.77%-556.5pp |
| Employer contribution / active EE | $4,738 | $5,152-8.0% | $4,628+2.4% | $4,779-0.9% |
| Participant deferral / active EE | $13,693 | $6,799+101.4% | $6,426+113.1% | $5,609+144.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |