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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 | $24,258 | $78,707-69.2% | $117,861-79.4% | $70,126-65.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.73% | 23.30%-11.6pp | 335.11%-323.4pp | 73.15%-61.4pp |
| Employer contribution / active EE | $3,840 | $2,223+72.7% | $3,786+1.4% | $2,343+63.9% |
| Participant deferral / active EE | $2,069 | $3,297-37.3% | $4,482-53.8% | $3,332-37.9% |
| Admin fee / account holder | $4 | $5,066-99.9% | $8,021-99.9% | $4,645-99.9% |