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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 | $12,131 | $217,432-94.4% | $185,849-93.5% | $167,536-92.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.36% | 148.42%-144.1pp | 122.10%-117.7pp | 478.82%-474.5pp |
| Employer contribution / active EE | $1,793 | $5,875-69.5% | $5,169-65.3% | $4,839-62.9% |
| Participant deferral / active EE | $2,625 | $6,357-58.7% | $5,569-52.9% | $6,342-58.6% |
| Admin fee / account holder | $200 | $19,818-99.0% | $16,244-98.8% | $12,315-98.4% |