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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 | $16,517 | $165,939-90.0% | $122,354-86.5% | $147,585-88.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.07% | 34.56%-29.5pp | 30.28%-25.2pp | 578.58%-573.5pp |
| Employer contribution / active EE | $2,216 | $5,754-61.5% | $4,051-45.3% | $4,876-54.6% |
| Participant deferral / active EE | $6,625 | $4,005+65.4% | $3,287+101.5% | $5,439+21.8% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |