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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 | $3,184 | $202,440-98.4% | $169,390-98.1% | $139,466-97.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 7.38% | 532.36%-525.0pp | 406.07%-398.7pp | 373.66%-366.3pp |
| Employer contribution / active EE | $1,644 | $4,693-65.0% | $4,013-59.0% | $4,754-65.4% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $20 | $10,722-99.8% | $9,015-99.8% | $11,409-99.8% |