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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 | $10,108 | $99,011-89.8% | $86,582-88.3% | $147,586-93.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.97% | 1312.75%-1311.8pp | 965.08%-964.1pp | 578.59%-577.6pp |
| Employer contribution / active EE | $2,977 | $3,132-5.0% | $2,839+4.8% | $4,876-39.0% |
| Participant deferral / active EE | $6,108 | $3,972+53.8% | $3,609+69.3% | $5,439+12.3% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |