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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 | $20,677 | $184,014-88.8% | $161,149-87.2% | $138,895-85.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 8.61% | 21.52%-12.9pp | 21.16%-12.5pp | 145.39%-136.8pp |
| Employer contribution / active EE | $6,108 | $5,055+20.8% | $4,360+40.1% | $4,194+45.6% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $155 | $18,027-99.1% | $15,194-99.0% | $12,562-98.8% |