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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 | $7,503 | $232,540-96.8% | $185,117-95.9% | $147,586-94.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 4.86% | 43.03%-38.2pp | 40.50%-35.6pp | 578.59%-573.7pp |
| Employer contribution / active EE | $931 | $5,195-82.1% | $4,182-77.7% | $4,876-80.9% |
| Participant deferral / active EE | $3,372 | $5,834-42.2% | $5,045-33.2% | $5,439-38.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |