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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 | $16,165 | $176,794-90.9% | $146,647-89.0% | $167,553-90.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.50% | 24.04%-15.5pp | 22.75%-14.2pp | 478.89%-470.4pp |
| Employer contribution / active EE | $2,400 | $5,161-53.5% | $4,137-42.0% | $4,840-50.4% |
| Participant deferral / active EE | $2,750 | $6,440-57.3% | $5,506-50.1% | $6,343-56.6% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |