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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 | $10,006 | $174,379-94.3% | $152,093-93.4% | $138,895-92.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 7.40% | 74.86%-67.5pp | 66.36%-59.0pp | 145.39%-138.0pp |
| Employer contribution / active EE | $5,027 | $4,652+8.1% | $4,175+20.4% | $4,194+19.9% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $24 | $16,880-99.9% | $14,497-99.8% | $12,562-99.8% |