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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 | $14,356 | $162,812-91.2% | $133,971-89.3% | $158,966-91.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 4.94% | 41.94%-37.0pp | 45.09%-40.2pp | 302.95%-298.0pp |
| Employer contribution / active EE | $2,523 | $4,976-49.3% | $3,919-35.6% | $4,762-47.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $41 | $11,741-99.6% | $8,929-99.5% | $11,250-99.6% |