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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 | $30,287 | $209,425-85.5% | $178,499-83.0% | $158,966-80.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.71% | 188.80%-187.1pp | 151.10%-149.4pp | 302.95%-301.2pp |
| Employer contribution / active EE | $3,203 | $5,707-43.9% | $5,011-36.1% | $4,762-32.7% |
| Participant deferral / active EE | $22,176 | $5,955+272.4% | $5,202+326.3% | $5,983+270.6% |
| Admin fee / account holder | $197 | $17,078-98.8% | $13,986-98.6% | $11,250-98.2% |