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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 | $14,014 | $217,432-93.6% | $185,849-92.5% | $167,536-91.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.32% | 148.42%-140.1pp | 122.10%-113.8pp | 478.82%-470.5pp |
| Employer contribution / active EE | $3,965 | $5,875-32.5% | $5,169-23.3% | $4,839-18.1% |
| Participant deferral / active EE | $2,786 | $6,357-56.2% | $5,569-50.0% | $6,342-56.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |