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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 | $18,560 | $171,867-89.2% | $149,721-87.6% | $147,586-87.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 6.05% | 2113.36%-2107.3pp | 1501.67%-1495.6pp | 578.59%-572.5pp |
| Employer contribution / active EE | $3,333 | $6,275-46.9% | $5,444-38.8% | $4,876-31.6% |
| Participant deferral / active EE | $3,895 | $7,270-46.4% | $6,568-40.7% | $5,439-28.4% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,282-100.0% | $10,886-100.0% |