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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 | $21,849 | $178,174-87.7% | $156,181-86.0% | $137,256-84.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 7.79% | 84.19%-76.4pp | 64.87%-57.1pp | 220.34%-212.5pp |
| Employer contribution / active EE | $7,164 | $4,972+44.1% | $4,294+66.8% | $4,156+72.4% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $117 | $17,404-99.3% | $14,586-99.2% | $12,270-99.0% |