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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 | $13,239 | $166,131-92.0% | $164,975-92.0% | $145,877-90.9% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.6%+15.8pp | 80.3%+14.1pp |
| Annual return | 6.91% | 100.37%-93.5pp | 70.12%-63.2pp | 551.28%-544.4pp |
| Employer contribution / active EE | $4,915 | $5,276-6.8% | $4,343+13.2% | $4,663+5.4% |
| Participant deferral / active EE | $0 | $6,962-100.0% | $6,033-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |