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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 | $16,498 | $180,462-90.9% | $154,111-89.3% | $135,379-87.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -18.68% | 888.17%-906.9pp | 735.18%-753.9pp | 519.79%-538.5pp |
| Employer contribution / active EE | $5,951 | $6,036-1.4% | $5,298+12.3% | $4,779+24.5% |
| Participant deferral / active EE | $6,641 | $5,806+14.4% | $5,081+30.7% | $5,609+18.4% |
| Admin fee / account holder | $7 | $16,145-100.0% | $13,411-99.9% | $10,828-99.9% |