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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 | $7,033 | $183,539-96.2% | $155,556-95.5% | $145,897-95.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.29% | 61.31%-53.0pp | 64.84%-56.5pp | 552.29%-544.0pp |
| Employer contribution / active EE | $2,520 | $5,315-52.6% | $4,675-46.1% | $4,663-46.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $42 | $19,275-99.8% | $15,885-99.7% | $13,390-99.7% |