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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 | $14,424 | $166,131-91.3% | $164,975-91.3% | $145,877-90.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -6.82% | 100.37%-107.2pp | 70.12%-76.9pp | 551.28%-558.1pp |
| Employer contribution / active EE | $3,297 | $5,276-37.5% | $4,343-24.1% | $4,663-29.3% |
| Participant deferral / active EE | $8,714 | $6,962+25.2% | $6,033+44.4% | $6,691+30.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |