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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 | $12,384 | $209,336-94.1% | $197,124-93.7% | $137,256-91.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 2.45% | 48.09%-45.6pp | 44.34%-41.9pp | 220.34%-217.9pp |
| Employer contribution / active EE | $2,517 | $6,591-61.8% | $6,227-59.6% | $4,156-39.4% |
| Participant deferral / active EE | $7,744 | $9,614-19.5% | $9,135-15.2% | $6,407+20.9% |
| Admin fee / account holder | $86 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |