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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 | $9,814 | $167,362-94.1% | $143,799-93.2% | $134,532-92.7% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -25.07% | 0.47%-25.5pp | -0.04%-25.0pp | 418.27%-443.3pp |
| Employer contribution / active EE | $1,239 | $5,620-78.0% | $4,952-75.0% | $4,741-73.9% |
| Participant deferral / active EE | $3,013 | $6,447-53.3% | $5,638-46.6% | $6,401-52.9% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |