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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 | $11,979 | $202,440-94.1% | $169,390-92.9% | $139,466-91.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 0.53% | 532.36%-531.8pp | 406.07%-405.5pp | 373.66%-373.1pp |
| Employer contribution / active EE | $873 | $4,693-81.4% | $4,013-78.2% | $4,754-81.6% |
| Participant deferral / active EE | $4,825 | $6,940-30.5% | $6,222-22.5% | $6,712-28.1% |
| Admin fee / account holder | $65 | $10,722-99.4% | $9,015-99.3% | $11,409-99.4% |