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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 | $13,465 | $148,629-90.9% | $135,982-90.1% | $139,487-90.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 9.16% | 79.33%-70.2pp | 68.32%-59.2pp | 373.84%-364.7pp |
| Employer contribution / active EE | $4,862 | $5,247-7.3% | $4,859+0.1% | $4,755+2.2% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $40 | $12,406-99.7% | $10,767-99.6% | $11,407-99.7% |