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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 | $7,618 | $106,267-92.8% | $96,520-92.1% | $139,456-94.5% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 5.06% | 38.45%-33.4pp | 35.72%-30.7pp | 373.45%-368.4pp |
| Employer contribution / active EE | $19,152 | $4,105+366.6% | $3,739+412.3% | $4,753+303.0% |
| Participant deferral / active EE | $1,994 | $5,454-63.4% | $4,879-59.1% | $6,711-70.3% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |