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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 | $11,443 | $166,131-93.1% | $164,975-93.1% | $145,877-92.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | -1.33% | 100.37%-101.7pp | 70.12%-71.5pp | 551.28%-552.6pp |
| Employer contribution / active EE | $6,762 | $5,276+28.2% | $4,343+55.7% | $4,663+45.0% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $16 | $16,648-99.9% | $12,688-99.9% | $13,402-99.9% |