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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 | $18,231 | $166,242-89.0% | $165,071-89.0% | $145,884-87.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 6.66% | 100.44%-93.8pp | 70.17%-63.5pp | 551.85%-545.2pp |
| Employer contribution / active EE | $4,442 | $5,283-15.9% | $4,347+2.2% | $4,662-4.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $114 | $16,658-99.3% | $12,695-99.1% | $13,392-99.2% |