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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 | $12,709 | $106,923-88.1% | $84,023-84.9% | $152,909-91.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 4.97% | 105.02%-100.1pp | 71.32%-66.4pp | 345.46%-340.5pp |
| Employer contribution / active EE | $2,871 | $2,735+5.0% | $1,984+44.7% | $4,764-39.7% |
| Participant deferral / active EE | $6,900 | $4,013+72.0% | $3,239+113.0% | $5,851+17.9% |
| Admin fee / account holder | $218 | $8,289-97.4% | $6,102-96.4% | $11,601-98.1% |