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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 | $9,404 | $138,076-93.2% | $123,553-92.4% | $135,380-93.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -17.07% | 153.70%-170.8pp | 119.21%-136.3pp | 519.81%-536.9pp |
| Employer contribution / active EE | $2,915 | $5,152-43.4% | $4,628-37.0% | $4,779-39.0% |
| Participant deferral / active EE | $3,227 | $6,800-52.5% | $6,426-49.8% | $5,609-42.5% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |