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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 | $20,130 | $210,908-90.5% | $153,643-86.9% | $145,884-86.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 7.12% | 13.46%-6.3pp | 15.71%-8.6pp | 551.85%-544.7pp |
| Employer contribution / active EE | $3,000 | $6,055-50.5% | $5,039-40.5% | $4,662-35.7% |
| Participant deferral / active EE | $0 | $7,976-100.0% | $6,754-100.0% | $6,690-100.0% |
| Admin fee / account holder | $212 | $19,477-98.9% | $12,739-98.3% | $13,392-98.4% |