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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 | $17,911 | $165,361-89.2% | $149,715-88.0% | $158,950-88.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.95% | 348.24%-340.3pp | 276.66%-268.7pp | 302.91%-295.0pp |
| Employer contribution / active EE | $1,200 | $5,103-76.5% | $4,645-74.2% | $4,762-74.8% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $165 | $10,808-98.5% | $9,310-98.2% | $11,248-98.5% |