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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 | $15,937 | $227,291-93.0% | $214,702-92.6% | $155,188-89.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 0.65% | 60.08%-59.4pp | 54.55%-53.9pp | 148.84%-148.2pp |
| Employer contribution / active EE | $2,967 | $6,772-56.2% | $6,461-54.1% | $4,248-30.2% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $217 | $20,413-98.9% | $19,830-98.9% | $14,480-98.5% |