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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 | $29,455 | $223,823-86.8% | $211,142-86.0% | $154,746-81.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 5.64% | 50.39%-44.8pp | 46.84%-41.2pp | 172.34%-166.7pp |
| Employer contribution / active EE | $2,649 | $6,787-61.0% | $6,442-58.9% | $4,379-39.5% |
| Participant deferral / active EE | $0 | $9,750-100.0% | $9,284-100.0% | $6,730-100.0% |
| Admin fee / account holder | $251 | $19,707-98.7% | $19,076-98.7% | $14,365-98.2% |