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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 | $16,296 | $162,812-90.0% | $133,971-87.8% | $158,966-89.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.62% | 41.94%-40.3pp | 45.09%-43.5pp | 302.95%-301.3pp |
| Employer contribution / active EE | $5,724 | $4,976+15.0% | $3,919+46.1% | $4,762+20.2% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $35 | $11,741-99.7% | $8,929-99.6% | $11,250-99.7% |