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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 | $9,431 | $202,342-95.3% | $172,753-94.5% | $152,909-93.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 4.33% | 1029.88%-1025.5pp | 803.00%-798.7pp | 345.46%-341.1pp |
| Employer contribution / active EE | $2,471 | $5,857-57.8% | $5,144-52.0% | $4,764-48.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $17,112-100.0% | $13,956-100.0% | $11,601-100.0% |