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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 | $12,908 | $166,020-92.2% | $164,866-92.2% | $145,959-91.2% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.8pp | 80.3%+15.2pp |
| Annual return | 3.23% | 100.08%-96.8pp | 69.97%-66.7pp | 561.95%-558.7pp |
| Employer contribution / active EE | $3,221 | $5,275-38.9% | $4,343-25.8% | $4,661-30.9% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |