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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 | $17,242 | $117,846-85.4% | $102,434-83.2% | $145,884-88.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.41% | 31.90%-26.5pp | 29.46%-24.1pp | 551.85%-546.4pp |
| Employer contribution / active EE | $21,065 | $3,615+482.7% | $3,023+596.8% | $4,662+351.8% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $147 | $13,356-98.9% | $9,462-98.5% | $13,392-98.9% |