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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 | $18,056 | $176,105-89.7% | $159,474-88.7% | $167,536-89.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 6.58% | 331.91%-325.3pp | 263.68%-257.1pp | 478.82%-472.2pp |
| Employer contribution / active EE | $8,457 | $5,299+59.6% | $4,831+75.1% | $4,839+74.8% |
| Participant deferral / active EE | $2,786 | $7,751-64.1% | $7,353-62.1% | $6,342-56.1% |
| Admin fee / account holder | $80 | $12,559-99.4% | $10,802-99.3% | $12,315-99.4% |