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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 | $14,821 | $103,393-85.7% | $87,103-83.0% | $152,909-90.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 76.9%-5.4pp | 82.5%-11.0pp |
| Annual return | 7.51% | 28.10%-20.6pp | 28.19%-20.7pp | 345.46%-338.0pp |
| Employer contribution / active EE | $6,523 | $3,221+102.5% | $2,521+158.7% | $4,764+36.9% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $53 | $12,195-99.6% | $7,491-99.3% | $11,601-99.5% |