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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 | $23,158 | $180,466-87.2% | $154,114-85.0% | $135,382-82.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.51% | 888.15%-901.7pp | 735.16%-748.7pp | 519.77%-533.3pp |
| Employer contribution / active EE | $2,017 | $6,035-66.6% | $5,298-61.9% | $4,779-57.8% |
| Participant deferral / active EE | $5,086 | $5,806-12.4% | $5,081+0.1% | $5,609-9.3% |
| Admin fee / account holder | $166 | $16,144-99.0% | $13,411-98.8% | $10,829-98.5% |