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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 | $21,546 | $209,422-89.7% | $178,503-87.9% | $158,982-86.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 4.53% | 188.81%-184.3pp | 151.12%-146.6pp | 302.99%-298.5pp |
| Employer contribution / active EE | $10,706 | $5,707+87.6% | $5,011+113.6% | $4,763+124.8% |
| Participant deferral / active EE | $8,601 | $5,955+44.4% | $5,202+65.3% | $5,983+43.8% |
| Admin fee / account holder | $220 | $17,079-98.7% | $13,987-98.4% | $11,252-98.0% |