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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 | $16,461 | $185,225-91.1% | $142,898-88.5% | $167,553-90.2% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 3.41% | 8558.12%-8554.7pp | 5639.64%-5636.2pp | 478.89%-475.5pp |
| Employer contribution / active EE | $5,501 | $5,607-1.9% | $4,146+32.7% | $4,840+13.7% |
| Participant deferral / active EE | $5,614 | $4,496+24.9% | $3,838+46.3% | $6,343-11.5% |
| Admin fee / account holder | $252 | $8,032-96.9% | $6,560-96.2% | $12,316-98.0% |