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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 | $17,552 | $166,242-89.4% | $165,071-89.4% | $145,884-88.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.10% | 100.44%-94.3pp | 70.17%-64.1pp | 551.85%-545.7pp |
| Employer contribution / active EE | $7,297 | $5,283+38.1% | $4,347+67.8% | $4,662+56.5% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $141 | $16,658-99.2% | $12,695-98.9% | $13,392-98.9% |