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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 | $28,825 | $202,345-85.8% | $172,755-83.3% | $152,885-81.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -34.08% | 1029.77%-1063.9pp | 802.94%-837.0pp | 345.39%-379.5pp |
| Employer contribution / active EE | $18,803 | $5,858+221.0% | $5,144+265.5% | $4,763+294.8% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.5% | $5,851+224.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,598-100.0% |