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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 | $24,655 | $202,342-87.8% | $172,753-85.7% | $152,909-83.9% |
| Participation rate | 72.7% | 87.1%-14.3pp | 82.6%-9.9pp | 82.5%-9.7pp |
| Annual return | 3.12% | 1029.88%-1026.8pp | 803.00%-799.9pp | 345.46%-342.3pp |
| Employer contribution / active EE | $3,144 | $5,857-46.3% | $5,144-38.9% | $4,764-34.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $133 | $17,112-99.2% | $13,956-99.0% | $11,601-98.9% |