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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 | $8,560 | $110,379-92.2% | $102,412-91.6% | $145,884-94.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.64% | 24.84%-20.2pp | 24.94%-20.3pp | 551.85%-547.2pp |
| Employer contribution / active EE | $3,188 | $4,216-24.4% | $3,870-17.6% | $4,662-31.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $110 | $9,745-98.9% | $8,388-98.7% | $13,392-99.2% |