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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 | $24,221 | $181,896-86.7% | $156,551-84.5% | $273,972-91.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -76.15% | 30.74%-106.9pp | 32.23%-108.4pp | 41.46%-117.6pp |
| Employer contribution / active EE | $7,309 | $6,248+17.0% | $5,501+32.9% | $4,869+50.1% |
| Participant deferral / active EE | $9,000 | $5,550+62.2% | $4,871+84.8% | $5,287+70.2% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |