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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 | $4,812 | $166,242-97.1% | $165,071-97.1% | $145,884-96.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.12% | 100.44%-98.3pp | 70.17%-68.1pp | 551.85%-549.7pp |
| Employer contribution / active EE | $4,028 | $5,283-23.8% | $4,347-7.4% | $4,662-13.6% |
| Participant deferral / active EE | $2,185 | $6,964-68.6% | $6,035-63.8% | $6,690-67.3% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |