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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 | $16,433 | $93,617-82.4% | $135,982-87.9% | $75,177-78.1% |
| Participation rate | 97.7% | 75.2%+22.5pp | 81.9%+15.8pp | 67.2%+30.5pp |
| Annual return | 15.05% | 30.89%-15.8pp | 68.32%-53.3pp | 160.75%-145.7pp |
| Employer contribution / active EE | $5,276 | $3,538+49.1% | $4,859+8.6% | $2,671+97.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $67 | $6,980-99.0% | $10,767-99.4% | $5,651-98.8% |