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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 | $14,287 | $154,228-90.7% | $145,433-90.2% | $137,256-89.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.98% | 74.59%-66.6pp | 66.58%-58.6pp | 220.34%-212.4pp |
| Employer contribution / active EE | $6,811 | $4,804+41.8% | $4,554+49.6% | $4,156+63.9% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $69 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |