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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 | $16,313 | $176,077-90.7% | $159,455-89.8% | $167,518-90.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 7.90% | 331.83%-323.9pp | 263.63%-255.7pp | 478.71%-470.8pp |
| Employer contribution / active EE | $3,246 | $5,298-38.7% | $4,830-32.8% | $4,838-32.9% |
| Participant deferral / active EE | $3,680 | $7,751-52.5% | $7,353-50.0% | $6,342-42.0% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |