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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 | $99,031-89.8% | $86,597-88.3% | $147,585-93.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 0.97% | 1312.56%-1311.6pp | 964.96%-964.0pp | 578.57%-577.6pp |
| Employer contribution / active EE | $2,977 | $3,132-5.0% | $2,840+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 | $5,711-100.0% | $4,906-100.0% | $10,885-100.0% |