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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 | $11,692 | $142,392-91.8% | $119,622-90.2% | $134,532-91.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -31.37% | -12.46%-18.9pp | -14.98%-16.4pp | 418.27%-449.6pp |
| Employer contribution / active EE | $4,358 | $5,224-16.6% | $4,232+3.0% | $4,741-8.1% |
| Participant deferral / active EE | $5,592 | $6,467-13.5% | $5,601-0.2% | $6,401-12.6% |
| Admin fee / account holder | $34 | $13,593-99.7% | $10,328-99.7% | $11,429-99.7% |