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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 | $16,744 | $112,099-85.1% | $95,954-82.5% | $158,931-89.5% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 0.26% | 171.12%-170.9pp | 91.62%-91.4pp | 302.86%-302.6pp |
| Employer contribution / active EE | $2,500 | $3,198-21.8% | $2,541-1.6% | $4,761-47.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $127 | $10,132-98.7% | $6,796-98.1% | $11,247-98.9% |