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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 | $19,275 | $226,135-91.5% | $182,558-89.4% | $152,909-87.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 1.83% | 192.60%-190.8pp | 148.59%-146.8pp | 345.46%-343.6pp |
| Employer contribution / active EE | $2,008 | $4,979-59.7% | $4,076-50.7% | $4,764-57.9% |
| Participant deferral / active EE | $5,532 | $6,371-13.2% | $5,526+0.1% | $5,851-5.5% |
| Admin fee / account holder | $163 | $10,707-98.5% | $8,594-98.1% | $11,601-98.6% |