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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 | $14,183 | $99,652-85.8% | $78,778-82.0% | $147,586-90.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 5.92% | 47.28%-41.4pp | 35.62%-29.7pp | 578.59%-572.7pp |
| Employer contribution / active EE | $6,863 | $2,796+145.5% | $1,986+245.6% | $4,876+40.7% |
| Participant deferral / active EE | $4,262 | $3,664+16.3% | $2,958+44.1% | $5,439-21.6% |
| Admin fee / account holder | $61 | $7,155-99.1% | $5,134-98.8% | $10,886-99.4% |