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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 | $6,871 | $106,008-93.5% | $92,240-92.6% | $147,586-95.3% |
| Participation rate | 78.9% | 80.4%-1.5pp | 76.5%+2.5pp | 82.8%-3.9pp |
| Annual return | 3.27% | 50.05%-46.8pp | 176.29%-173.0pp | 578.59%-575.3pp |
| Employer contribution / active EE | $3,358 | $4,333-22.5% | $3,680-8.7% | $4,876-31.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $32 | $6,333-99.5% | $5,194-99.4% | $10,886-99.7% |