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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 | $10,884 | $176,120-93.8% | $159,487-93.2% | $167,553-93.5% |
| Participation rate | 91.3% | 85.0%+6.4pp | 82.8%+8.5pp | 82.1%+9.2pp |
| Annual return | 2.46% | 331.95%-329.5pp | 263.71%-261.3pp | 478.89%-476.4pp |
| Employer contribution / active EE | $4,482 | $5,299-15.4% | $4,831-7.2% | $4,840-7.4% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |