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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 | $14,081 | $166,131-91.5% | $164,975-91.5% | $145,877-90.3% |
| Participation rate | 91.7% | 82.0%+9.7pp | 78.6%+13.1pp | 80.3%+11.4pp |
| Annual return | 2.39% | 100.37%-98.0pp | 70.12%-67.7pp | 551.28%-548.9pp |
| Employer contribution / active EE | $1,149 | $5,276-78.2% | $4,343-73.5% | $4,663-75.4% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $231 | $16,648-98.6% | $12,688-98.2% | $13,402-98.3% |