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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 | $17,691 | $147,556-88.0% | $129,031-86.3% | $198,609-91.1% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | -90.64% | 37.41%-128.0pp | 34.67%-125.3pp | 202.70%-293.3pp |
| Employer contribution / active EE | $2,253 | $3,645-38.2% | $3,226-30.2% | $5,055-55.4% |
| Participant deferral / active EE | $8,773 | $5,760+52.3% | $5,217+68.2% | $6,977+25.7% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |