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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 | $6,087 | $166,131-96.3% | $164,975-96.3% | $145,877-95.8% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 3.33% | 100.37%-97.0pp | 70.12%-66.8pp | 551.28%-548.0pp |
| Employer contribution / active EE | $2,448 | $5,276-53.6% | $4,343-43.6% | $4,663-47.5% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $25 | $16,648-99.9% | $12,688-99.8% | $13,402-99.8% |