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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 | $15,366 | $112,933-86.4% | $90,970-83.1% | $158,982-90.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 3.42% | 215.82%-212.4pp | 134.60%-131.2pp | 302.99%-299.6pp |
| Employer contribution / active EE | $3,719 | $2,893+28.5% | $2,122+75.3% | $4,763-21.9% |
| Participant deferral / active EE | $6,500 | $4,128+57.5% | $3,373+92.7% | $5,983+8.6% |
| Admin fee / account holder | $161 | $8,047-98.0% | $5,961-97.3% | $11,252-98.6% |