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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 | $23,647 | $180,459-86.9% | $154,108-84.7% | $135,380-82.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.30% | 888.21%-902.5pp | 735.21%-749.5pp | 519.81%-534.1pp |
| Employer contribution / active EE | $8,986 | $6,035+48.9% | $5,298+69.6% | $4,779+88.0% |
| Participant deferral / active EE | $12,985 | $5,806+123.6% | $5,081+155.6% | $5,609+131.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |