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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 | $11,390 | $105,856-89.2% | $90,161-87.4% | $147,586-92.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 6.05% | 37.63%-31.6pp | 34.89%-28.8pp | 578.59%-572.5pp |
| Employer contribution / active EE | $3,752 | $4,126-9.1% | $3,318+13.1% | $4,876-23.1% |
| Participant deferral / active EE | $3,429 | $5,733-40.2% | $5,287-35.2% | $5,439-37.0% |
| Admin fee / account holder | $40 | $8,046-99.5% | $5,943-99.3% | $10,886-99.6% |