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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 | $20,862 | $217,432-90.4% | $185,849-88.8% | $167,536-87.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.41% | 148.42%-142.0pp | 122.10%-115.7pp | 478.82%-472.4pp |
| Employer contribution / active EE | $4,119 | $5,875-29.9% | $5,169-20.3% | $4,839-14.9% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $153 | $19,818-99.2% | $16,244-99.1% | $12,315-98.8% |