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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 | $19,944 | $199,109-90.0% | $173,730-88.5% | $154,746-87.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 4.42% | 20.02%-15.6pp | 19.96%-15.5pp | 172.34%-167.9pp |
| Employer contribution / active EE | $8,528 | $5,311+60.6% | $4,577+86.3% | $4,379+94.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |