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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 | $13,205 | $106,008-87.5% | $92,240-85.7% | $147,586-91.1% |
| Participation rate | 93.3% | 80.4%+12.9pp | 76.5%+16.9pp | 82.8%+10.5pp |
| Annual return | 4.54% | 50.05%-45.5pp | 176.29%-171.7pp | 578.59%-574.1pp |
| Employer contribution / active EE | $4,514 | $4,333+4.2% | $3,680+22.7% | $4,876-7.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $44 | $6,333-99.3% | $5,194-99.1% | $10,886-99.6% |