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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 | $18,538 | $165,939-88.8% | $122,354-84.8% | $147,585-87.4% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 0.95% | 34.56%-33.6pp | 30.28%-29.3pp | 578.58%-577.6pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,051-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,200 | $4,005+29.8% | $3,287+58.2% | $5,439-4.4% |
| Admin fee / account holder | $15 | $7,425-99.8% | $5,479-99.7% | $10,886-99.9% |