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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 | $2,497 | $134,817-98.1% | $123,973-98.0% | $155,188-98.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 5.64% | 515.49%-509.9pp | 388.13%-382.5pp | 148.84%-143.2pp |
| Employer contribution / active EE | $2,831 | $4,425-36.0% | $4,126-31.4% | $4,248-33.4% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $108 | $13,245-99.2% | $11,799-99.1% | $14,480-99.3% |