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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 | $19,266 | $142,392-86.5% | $119,622-83.9% | $134,532-85.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.35% | -12.46%-11.9pp | -14.98%-9.4pp | 418.27%-442.6pp |
| Employer contribution / active EE | $2,150 | $5,224-58.8% | $4,232-49.2% | $4,741-54.7% |
| Participant deferral / active EE | $10,768 | $6,467+66.5% | $5,601+92.3% | $6,401+68.2% |
| Admin fee / account holder | $162 | $13,593-98.8% | $10,328-98.4% | $11,429-98.6% |