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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 | $5,413 | $86,288-93.7% | $111,306-95.1% | $85,851-93.7% |
| Participation rate | 90.9% | 73.3%+17.6pp | 77.3%+13.6pp | 69.3%+21.6pp |
| Annual return | 10.80% | 19.99%-9.2pp | 54.67%-43.9pp | 318.63%-307.8pp |
| Employer contribution / active EE | $2,222 | $2,044+8.7% | $2,732-18.7% | $2,565-13.4% |
| Participant deferral / active EE | $2,518 | $3,641-30.9% | $4,488-43.9% | $3,952-36.3% |
| Admin fee / account holder | $282 | $8,189-96.6% | $7,966-96.5% | $6,261-95.5% |