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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 | $31,412 | $183,978-82.9% | $162,171-80.6% | $152,885-79.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.5%+3.3pp |
| Annual return | 0.35% | 150.78%-150.4pp | 115.60%-115.2pp | 345.39%-345.0pp |
| Employer contribution / active EE | $2,379 | $6,370-62.7% | $5,613-57.6% | $4,763-50.1% |
| Participant deferral / active EE | $3,806 | $8,033-52.6% | $7,297-47.8% | $5,851-35.0% |
| Admin fee / account holder | $192 | $13,122-98.5% | $10,843-98.2% | $11,598-98.3% |