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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 | $10,799 | $211,288-94.9% | $178,540-94.0% | $145,884-92.6% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 7.51% | 30.27%-22.8pp | 27.15%-19.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $3,844 | $4,574-15.9% | $3,953-2.7% | $4,662-17.5% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $12,105-100.0% | $10,424-100.0% | $13,392-100.0% |