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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 | $10,513 | $217,432-95.2% | $185,851-94.3% | $167,553-93.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.38% | 148.43%-141.1pp | 122.11%-114.7pp | 478.89%-471.5pp |
| Employer contribution / active EE | $6,715 | $5,874+14.3% | $5,168+29.9% | $4,840+38.7% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $23 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |