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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 | $17,557 | $104,251-83.2% | $91,004-80.7% | $147,586-88.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.63% | 27.06%-18.4pp | 4.60%+4.0pp | 578.59%-570.0pp |
| Employer contribution / active EE | $3,451 | $3,116+10.8% | $2,456+40.5% | $4,876-29.2% |
| Participant deferral / active EE | $4,882 | $4,195+16.4% | $3,548+37.6% | $5,439-10.2% |
| Admin fee / account holder | $192 | $8,948-97.9% | $5,417-96.5% | $10,886-98.2% |