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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 | $11,074 | $215,361-94.9% | $171,082-93.5% | $273,972-96.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | -106.63% | 25.14%-131.8pp | 32.56%-139.2pp | 41.46%-148.1pp |
| Employer contribution / active EE | $7,413 | $4,967+49.2% | $4,002+85.2% | $4,869+52.3% |
| Participant deferral / active EE | $3,912 | $5,543-29.4% | $4,797-18.5% | $5,287-26.0% |
| Admin fee / account holder | $66 | $10,846-99.4% | $8,520-99.2% | $10,133-99.3% |