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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 | $20,897 | $157,304-86.7% | $141,197-85.2% | $152,909-86.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.09% | 64.34%-50.3pp | 71.41%-57.3pp | 345.46%-331.4pp |
| Employer contribution / active EE | $5,862 | $5,263+11.4% | $4,736+23.8% | $4,764+23.1% |
| Participant deferral / active EE | $4,663 | $7,111-34.4% | $6,710-30.5% | $5,851-20.3% |
| Admin fee / account holder | $189 | $12,126-98.4% | $10,265-98.2% | $11,601-98.4% |