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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 | $5,546 | $156,398-96.5% | $147,318-96.2% | $138,895-96.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 11.29% | 78.75%-67.5pp | 70.43%-59.1pp | 145.39%-134.1pp |
| Employer contribution / active EE | $2,638 | $4,853-45.7% | $4,593-42.6% | $4,194-37.1% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |