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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 | $27,826 | $176,794-84.3% | $146,647-81.0% | $167,553-83.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.08% | 24.04%-16.0pp | 22.75%-14.7pp | 478.89%-470.8pp |
| Employer contribution / active EE | $3,703 | $5,161-28.3% | $4,137-10.5% | $4,840-23.5% |
| Participant deferral / active EE | $6,441 | $6,4400% | $5,506+17.0% | $6,343+1.6% |
| Admin fee / account holder | $240 | $13,262-98.2% | $10,281-97.7% | $12,316-98.1% |