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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 | $12,883 | $175,259-92.6% | $149,723-91.4% | $139,487-90.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | -20.78% | 166.82%-187.6pp | 134.50%-155.3pp | 373.84%-394.6pp |
| Employer contribution / active EE | $7,127 | $5,478+30.1% | $4,821+47.8% | $4,755+49.9% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |