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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 | $30,804 | $181,896-83.1% | $156,551-80.3% | $273,972-88.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.17% | 30.74%-29.6pp | 32.23%-31.1pp | 41.46%-40.3pp |
| Employer contribution / active EE | $3,287 | $6,248-47.4% | $5,501-40.3% | $4,869-32.5% |
| Participant deferral / active EE | $9,600 | $5,550+73.0% | $4,871+97.1% | $5,287+81.6% |
| Admin fee / account holder | $170 | $15,560-98.9% | $13,028-98.7% | $10,133-98.3% |