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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 | $17,100 | $176,105-90.3% | $159,474-89.3% | $167,536-89.8% |
| Participation rate | 70.0% | 85.0%-15.0pp | 82.8%-12.8pp | 82.1%-12.1pp |
| Annual return | 3.17% | 331.91%-328.7pp | 263.68%-260.5pp | 478.82%-475.6pp |
| Employer contribution / active EE | $6,564 | $5,299+23.9% | $4,831+35.9% | $4,839+35.6% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $44 | $12,559-99.7% | $10,802-99.6% | $12,315-99.6% |