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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 | $14,982 | $142,409-89.5% | $119,634-87.5% | $134,545-88.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -30.87% | -12.46%-18.4pp | -14.98%-15.9pp | 418.37%-449.2pp |
| Employer contribution / active EE | $5,741 | $5,224+9.9% | $4,232+35.6% | $4,742+21.1% |
| Participant deferral / active EE | $5,750 | $6,468-11.1% | $5,601+2.7% | $6,401-10.2% |
| Admin fee / account holder | $108 | $13,594-99.2% | $10,329-99.0% | $11,431-99.1% |