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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 | $16,514 | $175,231-90.6% | $149,696-89.0% | $139,466-88.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 9.21% | 166.77%-157.6pp | 134.46%-125.2pp | 373.66%-364.5pp |
| Employer contribution / active EE | $5,218 | $5,478-4.7% | $4,821+8.2% | $4,754+9.8% |
| Participant deferral / active EE | $6,138 | $6,521-5.9% | $5,682+8.0% | $6,712-8.6% |
| Admin fee / account holder | $8 | $16,155-99.9% | $13,212-99.9% | $11,409-99.9% |