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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 | $7,557 | $217,427-96.5% | $185,837-95.9% | $167,518-95.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 5.33% | 148.39%-143.1pp | 122.08%-116.7pp | 478.71%-473.4pp |
| Employer contribution / active EE | $3,486 | $5,874-40.7% | $5,168-32.6% | $4,838-28.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $32 | $19,816-99.8% | $16,241-99.8% | $12,312-99.7% |