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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 | $227,291-87.0% | $214,702-86.3% | $155,188-81.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 5.64% | 60.08%-54.4pp | 54.55%-48.9pp | 148.84%-143.2pp |
| Employer contribution / active EE | $2,649 | $6,772-60.9% | $6,461-59.0% | $4,248-37.6% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $251 | $20,413-98.8% | $19,830-98.7% | $14,480-98.3% |