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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 | $13,268 | $202,342-93.4% | $172,752-92.3% | $152,897-91.3% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 0.09% | 1029.83%-1029.7pp | 802.97%-802.9pp | 345.43%-345.3pp |
| Employer contribution / active EE | $2,022 | $5,858-65.5% | $5,144-60.7% | $4,764-57.5% |
| Participant deferral / active EE | $3,644 | $5,948-38.7% | $5,198-29.9% | $5,851-37.7% |
| Admin fee / account holder | $0 | $17,111-100.0% | $13,955-100.0% | $11,599-100.0% |