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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 | $15,963 | $98,240-83.8% | $82,312-80.6% | $147,586-89.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 0.31% | 30.85%-30.5pp | 25.88%-25.6pp | 578.59%-578.3pp |
| Employer contribution / active EE | $5,212 | $3,192+63.3% | $2,428+114.6% | $4,876+6.9% |
| Participant deferral / active EE | $9,600 | $4,383+119.0% | $3,706+159.0% | $5,439+76.5% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |