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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 | $11,832 | $86,288-86.3% | $111,306-89.4% | $85,851-86.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 5.06% | 19.99%-14.9pp | 54.67%-49.6pp | 318.63%-313.6pp |
| Employer contribution / active EE | $4,535 | $2,044+121.9% | $2,732+66.0% | $2,565+76.8% |
| Participant deferral / active EE | $1,719 | $3,641-52.8% | $4,488-61.7% | $3,952-56.5% |
| Admin fee / account holder | $26 | $8,189-99.7% | $7,966-99.7% | $6,261-99.6% |