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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 | $25,192 | $180,459-86.0% | $154,108-83.7% | $135,380-81.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -15.01% | 888.21%-903.2pp | 735.21%-750.2pp | 519.81%-534.8pp |
| Employer contribution / active EE | $6,290 | $6,035+4.2% | $5,298+18.7% | $4,779+31.6% |
| Participant deferral / active EE | $8,423 | $5,806+45.1% | $5,081+65.8% | $5,609+50.2% |
| Admin fee / account holder | $300 | $16,145-98.1% | $13,411-97.8% | $10,828-97.2% |