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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 | $10,609 | $201,344-94.7% | $184,243-94.2% | $145,877-92.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.80% | 29.01%-25.2pp | 28.82%-25.0pp | 551.28%-547.5pp |
| Employer contribution / active EE | $3,571 | $7,022-49.1% | $6,427-44.4% | $4,663-23.4% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $122 | $16,382-99.3% | $13,914-99.1% | $13,402-99.1% |