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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 | $22,834 | $217,432-89.5% | $185,849-87.7% | $167,536-86.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.30% | 148.42%-143.1pp | 122.10%-116.8pp | 478.82%-473.5pp |
| Employer contribution / active EE | $4,230 | $5,875-28.0% | $5,169-18.2% | $4,839-12.6% |
| Participant deferral / active EE | $15,239 | $6,357+139.7% | $5,569+173.6% | $6,342+140.3% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |