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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 | $19,481 | $185,883-89.5% | $170,043-88.5% | $139,466-86.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.06% | 60.54%-55.5pp | 53.40%-48.3pp | 373.66%-368.6pp |
| Employer contribution / active EE | $4,000 | $7,596-47.3% | $6,790-41.1% | $4,754-15.9% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $199 | $15,393-98.7% | $12,824-98.4% | $11,409-98.3% |