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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 | $15,850 | $160,070-90.1% | $147,117-89.2% | $145,897-89.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 7.29% | 98.69%-91.4pp | 420.54%-413.2pp | 552.29%-545.0pp |
| Employer contribution / active EE | $2,896 | $5,285-45.2% | $4,932-41.3% | $4,663-37.9% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $114 | $15,035-99.2% | $12,993-99.1% | $13,390-99.2% |