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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 | $16,163 | $159,934-89.9% | $147,005-89.0% | $145,959-88.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.76% | 98.24%-95.5pp | 418.76%-416.0pp | 561.95%-559.2pp |
| Employer contribution / active EE | $12,867 | $5,287+143.4% | $4,934+160.8% | $4,661+176.1% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |