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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 | $9,985 | $209,840-95.2% | $189,517-94.7% | $167,497-94.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 1.71% | 748.35%-746.6pp | 555.19%-553.5pp | 478.62%-476.9pp |
| Employer contribution / active EE | $5,659 | $6,914-18.2% | $6,162-8.2% | $4,838+17.0% |
| Participant deferral / active EE | $0 | $8,935-100.0% | $8,221-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $14,294-100.0% | $12,045-100.0% | $12,310-100.0% |