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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 | $18,591 | $157,296-88.2% | $141,191-86.8% | $152,897-87.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 7.02% | 64.34%-57.3pp | 71.41%-64.4pp | 345.43%-338.4pp |
| Employer contribution / active EE | $1,000 | $5,262-81.0% | $4,736-78.9% | $4,764-79.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $75 | $12,125-99.4% | $10,264-99.3% | $11,599-99.4% |