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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 | $12,157 | $124,351-90.2% | $109,188-88.9% | $167,553-92.7% |
| Participation rate | 95.0% | 79.4%+15.6pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 8.23% | 26.04%-17.8pp | 25.76%-17.5pp | 478.89%-470.7pp |
| Employer contribution / active EE | $3,055 | $4,210-27.4% | $3,723-17.9% | $4,840-36.9% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $246 | $7,975-96.9% | $6,755-96.4% | $12,316-98.0% |