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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 | $19,899 | $116,203-82.9% | $93,621-78.7% | $152,897-87.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 5.98% | 35.96%-30.0pp | 32.76%-26.8pp | 345.43%-339.4pp |
| Employer contribution / active EE | $7,096 | $3,219+120.4% | $2,719+161.0% | $4,764+49.0% |
| Participant deferral / active EE | $4,083 | $4,605-11.3% | $4,070+0.3% | $5,851-30.2% |
| Admin fee / account holder | $48 | $10,751-99.6% | $7,890-99.4% | $11,599-99.6% |