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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 | $15,895 | $183,592-91.3% | $155,574-89.8% | $145,877-89.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.07% | 61.37%-56.3pp | 64.87%-59.8pp | 551.28%-546.2pp |
| Employer contribution / active EE | $5,299 | $5,317-0.3% | $4,676+13.3% | $4,663+13.6% |
| Participant deferral / active EE | $3,697 | $6,466-42.8% | $5,629-34.3% | $6,691-44.7% |
| Admin fee / account holder | $135 | $19,316-99.3% | $15,914-99.2% | $13,402-99.0% |