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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 | $20,018 | $150,442-86.7% | $136,295-85.3% | $147,585-86.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.53% | 1049.09%-1039.6pp | 5155.97%-5146.4pp | 578.56%-569.0pp |
| Employer contribution / active EE | $1,588 | $5,256-69.8% | $4,695-66.2% | $4,876-67.4% |
| Participant deferral / active EE | $4,548 | $6,630-31.4% | $6,247-27.2% | $5,439-16.4% |
| Admin fee / account holder | $76 | $10,905-99.3% | $9,243-99.2% | $10,885-99.3% |