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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 | $9,599 | $98,776-90.3% | $149,745-93.6% | $79,856-88.0% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.5%+10.1pp | 69.6%+23.0pp |
| Annual return | 6.44% | 27.38%-20.9pp | 276.72%-270.3pp | 31.71%-25.3pp |
| Employer contribution / active EE | $5,421 | $3,217+68.5% | $4,646+16.7% | $2,471+119.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |