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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 | $14,932 | $138,072-89.2% | $123,549-87.9% | $135,382-89.0% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -47.92% | 153.69%-201.6pp | 119.20%-167.1pp | 519.77%-567.7pp |
| Employer contribution / active EE | $4,902 | $5,152-4.8% | $4,628+5.9% | $4,779+2.6% |
| Participant deferral / active EE | $7,524 | $6,799+10.7% | $6,426+17.1% | $5,609+34.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |