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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 | $20,074 | $127,387-84.2% | $115,038-82.5% | $125,389-84.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.96% | 31.28%-41.2pp | 26.14%-36.1pp | 282.24%-292.2pp |
| Employer contribution / active EE | $5,615 | $5,166+8.7% | $4,608+21.9% | $4,866+15.4% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $49 | $9,516-99.5% | $8,175-99.4% | $9,541-99.5% |