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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 | $30,077 | $223,823-86.6% | $211,142-85.8% | $154,746-80.6% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 5.46% | 50.39%-44.9pp | 46.84%-41.4pp | 172.34%-166.9pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,747 | $9,750-61.6% | $9,284-59.6% | $6,730-44.3% |
| Admin fee / account holder | $39 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |