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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 | $23,850 | $102,422-76.7% | $147,117-83.8% | $80,959-70.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 7.79% | 135.16%-127.4pp | 420.54%-412.8pp | 35.67%-27.9pp |
| Employer contribution / active EE | $8,080 | $3,717+117.3% | $4,932+63.8% | $2,757+193.0% |
| Participant deferral / active EE | $4,638 | $6,652-30.3% | $8,065-42.5% | $4,300+7.8% |
| Admin fee / account holder | $267 | $7,953-96.6% | $12,993-97.9% | $6,925-96.1% |