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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 | $19,506 | $217,427-91.0% | $185,837-89.5% | $167,518-88.4% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.00% | 148.39%-140.4pp | 122.08%-114.1pp | 478.71%-470.7pp |
| Employer contribution / active EE | $2,688 | $5,874-54.2% | $5,168-48.0% | $4,838-44.5% |
| Participant deferral / active EE | $8,666 | $6,357+36.3% | $5,568+55.6% | $6,342+36.6% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |