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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 | $28,239 | $180,459-84.4% | $154,108-81.7% | $135,380-79.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.23% | 888.21%-899.4pp | 735.21%-746.4pp | 519.81%-531.0pp |
| Employer contribution / active EE | $3,717 | $6,035-38.4% | $5,298-29.8% | $4,779-22.2% |
| Participant deferral / active EE | $7,011 | $5,806+20.8% | $5,081+38.0% | $5,609+25.0% |
| Admin fee / account holder | $169 | $16,145-99.0% | $13,411-98.7% | $10,828-98.4% |