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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 | $7,073 | $106,923-93.4% | $84,023-91.6% | $152,909-95.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 7.11% | 105.02%-97.9pp | 71.32%-64.2pp | 345.46%-338.4pp |
| Employer contribution / active EE | $2,427 | $2,735-11.3% | $1,984+22.3% | $4,764-49.0% |
| Participant deferral / active EE | $1,946 | $4,013-51.5% | $3,239-39.9% | $5,851-66.7% |
| Admin fee / account holder | $274 | $8,289-96.7% | $6,102-95.5% | $11,601-97.6% |