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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 | $13,821 | $98,240-85.9% | $82,312-83.2% | $147,586-90.6% |
| Participation rate | 88.9% | 79.7%+9.2pp | 76.9%+12.0pp | 82.8%+6.1pp |
| Annual return | 7.49% | 30.85%-23.4pp | 25.88%-18.4pp | 578.59%-571.1pp |
| Employer contribution / active EE | $903 | $3,192-71.7% | $2,428-62.8% | $4,876-81.5% |
| Participant deferral / active EE | $0 | $4,383-100.0% | $3,706-100.0% | $5,439-100.0% |
| Admin fee / account holder | $93 | $8,563-98.9% | $5,608-98.3% | $10,886-99.1% |