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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 | $14,473 | $162,136-91.1% | $152,301-90.5% | $154,746-90.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.19% | 91.02%-81.8pp | 80.50%-71.3pp | 172.34%-163.1pp |
| Employer contribution / active EE | $3,961 | $4,890-19.0% | $4,624-14.4% | $4,379-9.6% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $90 | $15,759-99.4% | $14,398-99.4% | $14,365-99.4% |