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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 | $28,687 | $181,896-84.2% | $156,551-81.7% | $273,972-89.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.39% | 30.74%-29.3pp | 32.23%-30.8pp | 41.46%-40.1pp |
| Employer contribution / active EE | $1,865 | $6,248-70.1% | $5,501-66.1% | $4,869-61.7% |
| Participant deferral / active EE | $4,839 | $5,550-12.8% | $4,871-0.7% | $5,287-8.5% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |