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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 | $19,516 | $227,633-91.4% | $189,597-89.7% | $167,553-88.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.24% | 78.45%-72.2pp | 64.20%-58.0pp | 478.89%-472.7pp |
| Employer contribution / active EE | $3,093 | $5,317-41.8% | $4,412-29.9% | $4,840-36.1% |
| Participant deferral / active EE | $6,500 | $7,003-7.2% | $6,174+5.3% | $6,343+2.5% |
| Admin fee / account holder | $0 | $11,879-100.0% | $9,807-100.0% | $12,316-100.0% |