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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 | $9,859 | $226,135-95.6% | $182,558-94.6% | $152,909-93.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 1.16% | 192.60%-191.4pp | 148.59%-147.4pp | 345.46%-344.3pp |
| Employer contribution / active EE | $1,964 | $4,979-60.6% | $4,076-51.8% | $4,764-58.8% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $25 | $10,707-99.8% | $8,594-99.7% | $11,601-99.8% |