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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 | $16,454 | $183,988-91.1% | $162,177-89.9% | $152,897-89.2% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.6%-12.6pp | 82.5%-7.5pp |
| Annual return | 0.52% | 150.79%-150.3pp | 115.60%-115.1pp | 345.43%-344.9pp |
| Employer contribution / active EE | $8,303 | $6,370+30.3% | $5,613+47.9% | $4,764+74.3% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $8 | $13,123-99.9% | $10,843-99.9% | $11,599-99.9% |