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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 | $166,089-93.1% | $164,928-93.1% | $145,978-92.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | -1.33% | 100.26%-101.6pp | 70.08%-71.4pp | 550.52%-551.8pp |
| Employer contribution / active EE | $6,762 | $5,276+28.1% | $4,343+55.7% | $4,662+45.0% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $16 | $16,641-99.9% | $12,684-99.9% | $13,400-99.9% |