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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 | $21,791 | $157,276-86.1% | $141,177-84.6% | $152,885-85.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.11% | 64.33%-53.2pp | 71.40%-60.3pp | 345.39%-334.3pp |
| Employer contribution / active EE | $2,169 | $5,262-58.8% | $4,736-54.2% | $4,763-54.5% |
| Participant deferral / active EE | $5,456 | $7,110-23.3% | $6,710-18.7% | $5,851-6.8% |
| Admin fee / account holder | $80 | $12,123-99.3% | $10,263-99.2% | $11,598-99.3% |