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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 | $15,898 | $152,619-89.6% | $125,195-87.3% | $152,909-89.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 0.44% | 54.85%-54.4pp | 43.79%-43.4pp | 345.46%-345.0pp |
| Employer contribution / active EE | $5,730 | $4,947+15.8% | $3,866+48.2% | $4,764+20.3% |
| Participant deferral / active EE | $8,333 | $5,869+42.0% | $4,937+68.8% | $5,851+42.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |