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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 | $18,879 | $124,346-84.8% | $111,308-83.0% | $167,536-88.7% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 1.01% | 37.45%-36.4pp | 54.67%-53.7pp | 478.82%-477.8pp |
| Employer contribution / active EE | $8,881 | $3,437+158.4% | $2,732+225.1% | $4,839+83.5% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $4,487-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $10,621-100.0% | $7,965-100.0% | $12,315-100.0% |