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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 | $19,677 | $176,077-88.8% | $159,455-87.7% | $167,518-88.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.72% | 331.83%-329.1pp | 263.63%-260.9pp | 478.71%-476.0pp |
| Employer contribution / active EE | $3,765 | $5,298-28.9% | $4,830-22.0% | $4,838-22.2% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $249 | $12,556-98.0% | $10,800-97.7% | $12,312-98.0% |