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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 | $15,918 | $165,381-90.4% | $149,730-89.4% | $158,966-90.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.74% | 348.29%-340.6pp | 276.70%-269.0pp | 302.95%-295.2pp |
| Employer contribution / active EE | $4,289 | $5,104-16.0% | $4,645-7.7% | $4,762-9.9% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $110 | $10,809-99.0% | $9,310-98.8% | $11,250-99.0% |