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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 | $14,785 | $129,737-88.6% | $119,126-87.6% | $154,746-90.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 6.88% | 379.08%-372.2pp | 282.11%-275.2pp | 172.34%-165.5pp |
| Employer contribution / active EE | $5,144 | $4,375+17.6% | $4,034+27.5% | $4,379+17.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $66 | $11,961-99.4% | $10,693-99.4% | $14,365-99.5% |