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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 | $7,547 | $202,463-96.3% | $169,397-95.5% | $139,487-94.6% |
| Participation rate | 85.7% | 81.1%+4.6pp | 77.2%+8.5pp | 80.3%+5.4pp |
| Annual return | 1.30% | 532.64%-531.3pp | 406.23%-404.9pp | 373.84%-372.5pp |
| Employer contribution / active EE | $3,763 | $4,694-19.8% | $4,013-6.2% | $4,755-20.9% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |