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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 | $20,203 | $149,679-86.5% | $117,039-82.7% | $147,585-86.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 2.46% | 19.31%-16.9pp | 18.95%-16.5pp | 578.58%-576.1pp |
| Employer contribution / active EE | $2,805 | $4,937-43.2% | $3,785-25.9% | $4,876-42.5% |
| Participant deferral / active EE | $7,688 | $4,912+56.5% | $3,929+95.7% | $5,439+41.4% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |