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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 | $13,429 | $148,623-91.0% | $135,974-90.1% | $139,466-90.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 1.12% | 79.30%-78.2pp | 68.30%-67.2pp | 373.66%-372.5pp |
| Employer contribution / active EE | $5,188 | $5,246-1.1% | $4,859+6.8% | $4,754+9.1% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |