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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 | $19,715 | $165,939-88.1% | $122,354-83.9% | $147,586-86.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 5.14% | 34.56%-29.4pp | 30.28%-25.1pp | 578.59%-573.5pp |
| Employer contribution / active EE | $5,953 | $5,754+3.5% | $4,051+47.0% | $4,876+22.1% |
| Participant deferral / active EE | $12,283 | $4,005+206.7% | $3,287+273.7% | $5,439+125.8% |
| Admin fee / account holder | $3 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |