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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 | $24,400 | $217,432-88.8% | $185,849-86.9% | $167,536-85.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.72% | 148.42%-141.7pp | 122.10%-115.4pp | 478.82%-472.1pp |
| Employer contribution / active EE | $1,304 | $5,875-77.8% | $5,169-74.8% | $4,839-73.1% |
| Participant deferral / active EE | $10,501 | $6,357+65.2% | $5,569+88.6% | $6,342+65.6% |
| Admin fee / account holder | $93 | $19,818-99.5% | $16,244-99.4% | $12,315-99.2% |