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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 | $15,640 | $217,432-92.8% | $185,851-91.6% | $167,553-90.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.42% | 148.43%-145.0pp | 122.11%-118.7pp | 478.89%-475.5pp |
| Employer contribution / active EE | $4,271 | $5,874-27.3% | $5,168-17.4% | $4,840-11.8% |
| Participant deferral / active EE | $14,486 | $6,357+127.9% | $5,569+160.1% | $6,343+128.4% |
| Admin fee / account holder | $193 | $19,820-99.0% | $16,245-98.8% | $12,316-98.4% |