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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 | $21,279 | $217,432-90.2% | $185,849-88.6% | $167,536-87.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | -111.05% | 148.42%-259.5pp | 122.10%-233.1pp | 478.82%-589.9pp |
| Employer contribution / active EE | $25,000 | $5,875+325.6% | $5,169+383.7% | $4,839+416.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |