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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 | $19,916 | $180,459-89.0% | $154,108-87.1% | $135,380-85.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.00% | 888.21%-897.2pp | 735.21%-744.2pp | 519.81%-528.8pp |
| Employer contribution / active EE | $2,140 | $6,035-64.5% | $5,298-59.6% | $4,779-55.2% |
| Participant deferral / active EE | $5,119 | $5,806-11.8% | $5,081+0.7% | $5,609-8.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |