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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 | $22,768 | $198,470-88.5% | $170,444-86.6% | $147,585-84.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.02% | 257.30%-257.3pp | 205.94%-205.9pp | 578.56%-578.5pp |
| Employer contribution / active EE | $6,667 | $6,184+7.8% | $5,433+22.7% | $4,876+36.7% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $237 | $16,852-98.6% | $13,881-98.3% | $10,885-97.8% |