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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 | $21,485 | $168,636-87.3% | $147,618-85.4% | $125,388-82.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -7.18% | 77.65%-84.8pp | 61.98%-69.2pp | 282.24%-289.4pp |
| Employer contribution / active EE | $12,854 | $6,252+105.6% | $5,565+131.0% | $4,866+164.1% |
| Participant deferral / active EE | $4,573 | $5,507-17.0% | $4,895-6.6% | $5,352-14.5% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |