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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 | $25,828 | $198,461-87.0% | $170,436-84.8% | $147,585-82.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.30% | 257.30%-257.0pp | 205.94%-205.6pp | 578.57%-578.3pp |
| Employer contribution / active EE | $5,466 | $6,184-11.6% | $5,433+0.6% | $4,876+12.1% |
| Participant deferral / active EE | $7,299 | $5,629+29.7% | $4,939+47.8% | $5,439+34.2% |
| Admin fee / account holder | $88 | $16,852-99.5% | $13,880-99.4% | $10,885-99.2% |