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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 | $23,110 | $180,466-87.2% | $154,114-85.0% | $135,382-82.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.98% | 888.15%-903.1pp | 735.16%-750.1pp | 519.77%-534.8pp |
| Employer contribution / active EE | $10,184 | $6,035+68.7% | $5,298+92.2% | $4,779+113.1% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $50 | $16,144-99.7% | $13,411-99.6% | $10,829-99.5% |