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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 | $11,481 | $165,381-93.1% | $149,730-92.3% | $158,966-92.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.05% | 348.29%-348.2pp | 276.70%-276.6pp | 302.95%-302.9pp |
| Employer contribution / active EE | $2,991 | $5,104-41.4% | $4,645-35.6% | $4,762-37.2% |
| Participant deferral / active EE | $3,729 | $7,182-48.1% | $6,843-45.5% | $5,983-37.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |