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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 | $19,779 | $165,399-88.0% | $149,745-86.8% | $158,982-87.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.24% | 348.34%-343.1pp | 276.72%-271.5pp | 302.99%-297.7pp |
| Employer contribution / active EE | $3,370 | $5,105-34.0% | $4,646-27.5% | $4,763-29.2% |
| Participant deferral / active EE | $2,742 | $7,183-61.8% | $6,843-59.9% | $5,983-54.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |