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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 | $21,737 | $150,447-85.6% | $136,298-84.1% | $147,586-85.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 3.36% | 1049.15%-1045.8pp | 5156.27%-5152.9pp | 578.59%-575.2pp |
| Employer contribution / active EE | $1,968 | $5,256-62.6% | $4,696-58.1% | $4,876-59.6% |
| Participant deferral / active EE | $4,800 | $6,631-27.6% | $6,247-23.2% | $5,439-11.7% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |