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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 | $11,417 | $125,190-90.9% | $105,624-89.2% | $145,897-92.2% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 7.95% | 225.22%-217.3pp | 116.20%-108.3pp | 552.29%-544.3pp |
| Employer contribution / active EE | $6,273 | $3,720+68.6% | $3,168+98.0% | $4,663+34.5% |
| Participant deferral / active EE | $4,246 | $5,716-25.7% | $5,013-15.3% | $6,689-36.5% |
| Admin fee / account holder | $249 | $17,138-98.5% | $10,961-97.7% | $13,390-98.1% |