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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 | $27,091 | $217,432-87.5% | $185,849-85.4% | $167,536-83.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 1.67% | 148.42%-146.8pp | 122.10%-120.4pp | 478.82%-477.2pp |
| Employer contribution / active EE | $5,372 | $5,875-8.6% | $5,169+3.9% | $4,839+11.0% |
| Participant deferral / active EE | $6,081 | $6,357-4.3% | $5,569+9.2% | $6,342-4.1% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |