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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 | $21,887 | $217,427-89.9% | $185,837-88.2% | $167,518-86.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.68% | 148.39%-144.7pp | 122.08%-118.4pp | 478.71%-475.0pp |
| Employer contribution / active EE | $4,178 | $5,874-28.9% | $5,168-19.2% | $4,838-13.7% |
| Participant deferral / active EE | $2,438 | $6,357-61.7% | $5,568-56.2% | $6,342-61.6% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |