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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 | $9,231 | $176,120-94.8% | $159,487-94.2% | $167,553-94.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 1.56% | 331.95%-330.4pp | 263.71%-262.1pp | 478.89%-477.3pp |
| Employer contribution / active EE | $4,996 | $5,299-5.7% | $4,831+3.4% | $4,840+3.2% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $12 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |