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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 | $19,136 | $157,304-87.8% | $141,197-86.4% | $152,909-87.5% |
| Participation rate | 92.3% | 84.8%+7.5pp | 82.5%+9.8pp | 82.5%+9.9pp |
| Annual return | 4.81% | 64.34%-59.5pp | 71.41%-66.6pp | 345.46%-340.7pp |
| Employer contribution / active EE | $4,512 | $5,263-14.3% | $4,736-4.7% | $4,764-5.3% |
| Participant deferral / active EE | $4,525 | $7,111-36.4% | $6,710-32.6% | $5,851-22.7% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |