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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 | $16,143 | $138,076-88.3% | $123,553-86.9% | $135,380-88.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.36% | 153.70%-171.1pp | 119.21%-136.6pp | 519.81%-537.2pp |
| Employer contribution / active EE | $3,618 | $5,152-29.8% | $4,628-21.8% | $4,779-24.3% |
| Participant deferral / active EE | $10,989 | $6,800+61.6% | $6,426+71.0% | $5,609+95.9% |
| Admin fee / account holder | $182 | $10,917-98.3% | $9,284-98.0% | $10,828-98.3% |