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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 | $17,351 | $176,105-90.1% | $159,474-89.1% | $167,536-89.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 2.76% | 331.91%-329.2pp | 263.68%-260.9pp | 478.82%-476.1pp |
| Employer contribution / active EE | $6,783 | $5,299+28.0% | $4,831+40.4% | $4,839+40.2% |
| Participant deferral / active EE | $8,667 | $7,751+11.8% | $7,353+17.9% | $6,342+36.6% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |