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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 | $19,085 | $157,296-87.9% | $141,191-86.5% | $152,897-87.5% |
| Participation rate | 88.9% | 84.8%+4.1pp | 82.5%+6.4pp | 82.5%+6.4pp |
| Annual return | 14.29% | 64.34%-50.0pp | 71.41%-57.1pp | 345.43%-331.1pp |
| Employer contribution / active EE | $1,541 | $5,262-70.7% | $4,736-67.5% | $4,764-67.6% |
| Participant deferral / active EE | $3,698 | $7,111-48.0% | $6,710-44.9% | $5,851-36.8% |
| Admin fee / account holder | $240 | $12,125-98.0% | $10,264-97.7% | $11,599-97.9% |