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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 | $18,284 | $180,455-89.9% | $154,111-88.1% | $135,377-86.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.88% | 888.14%-899.0pp | 735.15%-746.0pp | 519.75%-530.6pp |
| Employer contribution / active EE | $2,592 | $6,035-57.1% | $5,298-51.1% | $4,779-45.8% |
| Participant deferral / active EE | $3,367 | $5,806-42.0% | $5,081-33.7% | $5,609-40.0% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,828-100.0% |