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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 | $166,268-93.1% | $165,100-93.1% | $145,897-92.2% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | -1.33% | 100.52%-101.8pp | 70.21%-71.5pp | 552.29%-553.6pp |
| Employer contribution / active EE | $6,762 | $5,284+28.0% | $4,348+55.5% | $4,663+45.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $16 | $16,659-99.9% | $12,696-99.9% | $13,390-99.9% |