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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 | $12,310 | $138,076-91.1% | $123,553-90.0% | $135,380-90.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -15.53% | 153.70%-169.2pp | 119.21%-134.7pp | 519.81%-535.3pp |
| Employer contribution / active EE | $1,067 | $5,152-79.3% | $4,628-77.0% | $4,779-77.7% |
| Participant deferral / active EE | $5,374 | $6,800-21.0% | $6,426-16.4% | $5,609-4.2% |
| Admin fee / account holder | $15 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |