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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 | $24,297 | $180,466-86.5% | $154,114-84.2% | $135,382-82.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -23.85% | 888.15%-912.0pp | 735.16%-759.0pp | 519.77%-543.6pp |
| Employer contribution / active EE | $8,027 | $6,035+33.0% | $5,298+51.5% | $4,779+68.0% |
| Participant deferral / active EE | $9,073 | $5,806+56.3% | $5,081+78.6% | $5,609+61.8% |
| Admin fee / account holder | $144 | $16,144-99.1% | $13,411-98.9% | $10,829-98.7% |