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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 | $19,580 | $198,461-90.1% | $170,436-88.5% | $147,585-86.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.50% | 257.30%-251.8pp | 205.94%-200.4pp | 578.57%-573.1pp |
| Employer contribution / active EE | $2,086 | $6,184-66.3% | $5,433-61.6% | $4,876-57.2% |
| Participant deferral / active EE | $2,097 | $5,629-62.7% | $4,939-57.5% | $5,439-61.4% |
| Admin fee / account holder | $8 | $16,852-100.0% | $13,880-99.9% | $10,885-99.9% |