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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 | $166,242-91.3% | $165,071-91.3% | $145,884-90.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | -6.82% | 100.44%-107.3pp | 70.17%-77.0pp | 551.85%-558.7pp |
| Employer contribution / active EE | $3,297 | $5,283-37.6% | $4,347-24.2% | $4,662-29.3% |
| Participant deferral / active EE | $8,714 | $6,964+25.1% | $6,035+44.4% | $6,690+30.3% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |