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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 | $20,798 | $180,459-88.5% | $154,108-86.5% | $135,380-84.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -16.83% | 888.21%-905.0pp | 735.21%-752.0pp | 519.81%-536.6pp |
| Employer contribution / active EE | $5,685 | $6,035-5.8% | $5,298+7.3% | $4,779+19.0% |
| Participant deferral / active EE | $10,464 | $5,806+80.2% | $5,081+106.0% | $5,609+86.6% |
| Admin fee / account holder | $150 | $16,145-99.1% | $13,411-98.9% | $10,828-98.6% |