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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 | $30,419 | $202,342-85.0% | $172,753-82.4% | $152,909-80.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -7.15% | 1029.88%-1037.0pp | 803.00%-810.2pp | 345.46%-352.6pp |
| Employer contribution / active EE | $1,328 | $5,857-77.3% | $5,144-74.2% | $4,764-72.1% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,851+70.9% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |