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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 | $7,246 | $104,937-93.1% | $84,628-91.4% | $152,897-95.3% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 9.36% | 373.88%-364.5pp | 258.80%-249.4pp | 345.43%-336.1pp |
| Employer contribution / active EE | $2,938 | $3,303-11.1% | $2,653+10.7% | $4,764-38.3% |
| Participant deferral / active EE | $950 | $4,690-79.7% | $3,900-75.6% | $5,851-83.8% |
| Admin fee / account holder | $11 | $6,243-99.8% | $4,914-99.8% | $11,599-99.9% |