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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 | $20,920 | $167,522-87.5% | $151,639-86.2% | $134,532-84.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -35.23% | 7.81%-43.0pp | 3.34%-38.6pp | 418.27%-453.5pp |
| Employer contribution / active EE | $3,359 | $6,828-50.8% | $6,165-45.5% | $4,741-29.1% |
| Participant deferral / active EE | $6,941 | $8,986-22.8% | $8,363-17.0% | $6,401+8.4% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |