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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 | $17,064 | $150,447-88.7% | $136,298-87.5% | $147,586-88.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 4.11% | 1049.15%-1045.0pp | 5156.27%-5152.2pp | 578.59%-574.5pp |
| Employer contribution / active EE | $3,382 | $5,256-35.7% | $4,696-28.0% | $4,876-30.7% |
| Participant deferral / active EE | $4,982 | $6,631-24.9% | $6,247-20.3% | $5,439-8.4% |
| Admin fee / account holder | $294 | $10,906-97.3% | $9,244-96.8% | $10,886-97.3% |