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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 | $13,264 | $212,386-93.8% | $199,883-93.4% | $138,895-90.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 10.90% | 47.75%-36.8pp | 43.81%-32.9pp | 145.39%-134.5pp |
| Employer contribution / active EE | $6,180 | $6,625-6.7% | $6,261-1.3% | $4,194+47.3% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $52 | $18,233-99.7% | $17,268-99.7% | $12,562-99.6% |