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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 | $4,669 | $160,040-97.1% | $147,096-96.8% | $145,877-96.8% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 0.29% | 98.49%-98.2pp | 419.75%-419.5pp | 551.28%-551.0pp |
| Employer contribution / active EE | $2,627 | $5,289-50.3% | $4,936-46.8% | $4,663-43.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $35 | $15,050-99.8% | $13,005-99.7% | $13,402-99.7% |