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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 | $25,148 | $144,130-82.6% | $117,861-78.7% | $147,586-83.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 2.38% | 531.20%-528.8pp | 335.11%-332.7pp | 578.59%-576.2pp |
| Employer contribution / active EE | $5,118 | $4,897+4.5% | $3,786+35.2% | $4,876+5.0% |
| Participant deferral / active EE | $7,667 | $5,316+44.2% | $4,482+71.1% | $5,439+41.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |