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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 | $16,043 | $180,462-91.1% | $154,111-89.6% | $135,379-88.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -22.30% | 888.17%-910.5pp | 735.18%-757.5pp | 519.79%-542.1pp |
| Employer contribution / active EE | $6,720 | $6,036+11.3% | $5,298+26.9% | $4,779+40.6% |
| Participant deferral / active EE | $6,088 | $5,806+4.9% | $5,081+19.8% | $5,609+8.5% |
| Admin fee / account holder | $115 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |