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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 | $10,754 | $138,075-92.2% | $123,552-91.3% | $135,379-92.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.88% | 153.70%-166.6pp | 119.20%-132.1pp | 519.79%-532.7pp |
| Employer contribution / active EE | $2,438 | $5,152-52.7% | $4,628-47.3% | $4,779-49.0% |
| Participant deferral / active EE | $7,721 | $6,800+13.5% | $6,426+20.1% | $5,609+37.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |