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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 | $13,982 | $183,627-92.4% | $155,602-91.0% | $145,978-90.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.64% | 61.32%-53.7pp | 64.81%-57.2pp | 550.52%-542.9pp |
| Employer contribution / active EE | $4,989 | $5,316-6.2% | $4,675+6.7% | $4,662+7.0% |
| Participant deferral / active EE | $4,817 | $6,466-25.5% | $5,629-14.4% | $6,690-28.0% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |