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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 | $15,414 | $198,457-92.2% | $170,435-91.0% | $147,586-89.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 5.54% | 257.30%-251.8pp | 205.94%-200.4pp | 578.59%-573.1pp |
| Employer contribution / active EE | $1,511 | $6,183-75.6% | $5,432-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $3,709 | $5,629-34.1% | $4,939-24.9% | $5,439-31.8% |
| Admin fee / account holder | $107 | $16,852-99.4% | $13,881-99.2% | $10,886-99.0% |