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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 | $12,503 | $183,516-93.2% | $155,534-92.0% | $145,884-91.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -14.29% | 61.43%-75.7pp | 64.92%-79.2pp | 551.85%-566.1pp |
| Employer contribution / active EE | $11,048 | $5,315+107.9% | $4,675+136.3% | $4,662+137.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |