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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 | $13,975 | $183,592-92.4% | $155,574-91.0% | $145,877-90.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 0.86% | 61.37%-60.5pp | 64.87%-64.0pp | 551.28%-550.4pp |
| Employer contribution / active EE | $7,063 | $5,317+32.8% | $4,676+51.1% | $4,663+51.5% |
| Participant deferral / active EE | $0 | $6,466-100.0% | $5,629-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |