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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 | $8,489 | $176,120-95.2% | $159,487-94.7% | $167,553-94.9% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | -0.30% | 331.95%-332.2pp | 263.71%-264.0pp | 478.89%-479.2pp |
| Employer contribution / active EE | $4,163 | $5,299-21.4% | $4,831-13.8% | $4,840-14.0% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $13 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |