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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 | $21,019 | $197,637-89.4% | $177,848-88.2% | $158,982-86.8% |
| Participation rate | 93.3% | 88.5%+4.8pp | 87.7%+5.6pp | 82.0%+11.4pp |
| Annual return | 0.95% | 58.77%-57.8pp | 48.33%-47.4pp | 302.99%-302.0pp |
| Employer contribution / active EE | $1,837 | $6,698-72.6% | $5,919-69.0% | $4,763-61.4% |
| Participant deferral / active EE | $4,736 | $8,405-43.7% | $7,714-38.6% | $5,983-20.8% |
| Admin fee / account holder | $220 | $15,406-98.6% | $12,431-98.2% | $11,252-98.0% |