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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 | $9,868 | $183,592-94.6% | $155,574-93.7% | $145,877-93.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.33% | 61.37%-53.0pp | 64.87%-56.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,914 | $5,317-45.2% | $4,676-37.7% | $4,663-37.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $59 | $19,316-99.7% | $15,914-99.6% | $13,402-99.6% |