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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 | $7,084 | $141,001-95.0% | $112,228-93.7% | $139,487-94.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 3.68% | 32.75%-29.1pp | 30.23%-26.6pp | 373.84%-370.2pp |
| Employer contribution / active EE | $4,260 | $4,285-0.6% | $3,432+24.2% | $4,755-10.4% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $4,800-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |