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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 | $18,364 | $180,459-89.8% | $154,108-88.1% | $135,380-86.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -20.29% | 888.21%-908.5pp | 735.21%-755.5pp | 519.81%-540.1pp |
| Employer contribution / active EE | $6,029 | $6,035-0.1% | $5,298+13.8% | $4,779+26.2% |
| Participant deferral / active EE | $7,350 | $5,806+26.6% | $5,081+44.7% | $5,609+31.0% |
| Admin fee / account holder | $100 | $16,145-99.4% | $13,411-99.3% | $10,828-99.1% |