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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 | $17,351 | $198,457-91.3% | $170,435-89.8% | $147,586-88.2% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 1.33% | 257.30%-256.0pp | 205.94%-204.6pp | 578.59%-577.3pp |
| Employer contribution / active EE | $4,518 | $6,183-26.9% | $5,432-16.8% | $4,876-7.4% |
| Participant deferral / active EE | $6,236 | $5,629+10.8% | $4,939+26.2% | $5,439+14.6% |
| Admin fee / account holder | $76 | $16,852-99.5% | $13,881-99.5% | $10,886-99.3% |