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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 | $8,028 | $172,111-95.3% | $150,298-94.7% | $137,256-94.2% |
| Participation rate | 92.3% | 81.7%+10.6pp | 77.8%+14.5pp | 80.0%+12.3pp |
| Annual return | 4.94% | 69.37%-64.4pp | 62.79%-57.9pp | 220.34%-215.4pp |
| Employer contribution / active EE | $3,899 | $4,636-15.9% | $4,154-6.1% | $4,156-6.2% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $15 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |