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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 | $9,972 | $129,737-92.3% | $119,126-91.6% | $154,746-93.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 8.93% | 379.08%-370.1pp | 282.11%-273.2pp | 172.34%-163.4pp |
| Employer contribution / active EE | $3,141 | $4,375-28.2% | $4,034-22.1% | $4,379-28.3% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $153 | $11,961-98.7% | $10,693-98.6% | $14,365-98.9% |