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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 | $11,323 | $96,491-88.3% | $75,894-85.1% | $152,885-92.6% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.3%+16.4pp | 82.5%+3.3pp |
| Annual return | -43.06% | 33.98%-77.0pp | 30.76%-73.8pp | 345.39%-388.5pp |
| Employer contribution / active EE | $5,286 | $3,310+59.7% | $2,501+111.4% | $4,763+11.0% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,603-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5 | $8,079-99.9% | $5,420-99.9% | $11,598-100.0% |