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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 | $11,299 | $165,399-93.2% | $149,745-92.5% | $158,982-92.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.47% | 348.34%-344.9pp | 276.72%-273.2pp | 302.99%-299.5pp |
| Employer contribution / active EE | $2,421 | $5,105-52.6% | $4,646-47.9% | $4,763-49.2% |
| Participant deferral / active EE | $2,889 | $7,183-59.8% | $6,843-57.8% | $5,983-51.7% |
| Admin fee / account holder | $297 | $10,811-97.3% | $9,312-96.8% | $11,252-97.4% |