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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 | $9,651 | $148,629-93.5% | $135,982-92.9% | $139,487-93.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 4.19% | 79.33%-75.1pp | 68.32%-64.1pp | 373.84%-369.6pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,700 | $8,102-29.7% | $7,760-26.5% | $6,713-15.1% |
| Admin fee / account holder | $63 | $12,406-99.5% | $10,767-99.4% | $11,407-99.5% |