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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 | $9,797 | $167,353-94.1% | $143,797-93.2% | $134,545-92.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -45.18% | 0.48%-45.7pp | -0.04%-45.1pp | 418.37%-463.6pp |
| Employer contribution / active EE | $7,500 | $5,620+33.4% | $4,952+51.4% | $4,742+58.2% |
| Participant deferral / active EE | $11,418 | $6,447+77.1% | $5,638+102.5% | $6,401+78.4% |
| Admin fee / account holder | $13 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |