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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 | $9,401 | $228,395-95.9% | $185,861-94.9% | $158,982-94.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 1.71% | 40.82%-39.1pp | 35.96%-34.3pp | 302.99%-301.3pp |
| Employer contribution / active EE | $7,125 | $4,968+43.4% | $4,088+74.3% | $4,763+49.6% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |