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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 | $12,187 | $176,105-93.1% | $159,474-92.4% | $167,536-92.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 3.06% | 331.91%-328.9pp | 263.68%-260.6pp | 478.82%-475.8pp |
| Employer contribution / active EE | $1,313 | $5,299-75.2% | $4,831-72.8% | $4,839-72.9% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $19 | $12,559-99.9% | $10,802-99.8% | $12,315-99.8% |