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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 | $10,091 | $183,988-94.5% | $162,177-93.8% | $152,897-93.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 2.44% | 150.79%-148.3pp | 115.60%-113.2pp | 345.43%-343.0pp |
| Employer contribution / active EE | $3,750 | $6,370-41.1% | $5,613-33.2% | $4,764-21.3% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $65 | $13,123-99.5% | $10,843-99.4% | $11,599-99.4% |