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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 | $9,119 | $148,629-93.9% | $135,982-93.3% | $139,487-93.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 9.76% | 79.33%-69.6pp | 68.32%-58.6pp | 373.84%-364.1pp |
| Employer contribution / active EE | $3,777 | $5,247-28.0% | $4,859-22.3% | $4,755-20.6% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $38 | $12,406-99.7% | $10,767-99.6% | $11,407-99.7% |