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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 | $18,296 | $165,939-89.0% | $122,354-85.0% | $147,586-87.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 4.19% | 34.56%-30.4pp | 30.28%-26.1pp | 578.59%-574.4pp |
| Employer contribution / active EE | $2,678 | $5,754-53.5% | $4,051-33.9% | $4,876-45.1% |
| Participant deferral / active EE | $5,282 | $4,005+31.9% | $3,287+60.7% | $5,439-2.9% |
| Admin fee / account holder | $52 | $7,425-99.3% | $5,479-99.1% | $10,886-99.5% |