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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 | $16,620 | $217,432-92.4% | $185,849-91.1% | $167,536-90.1% |
| Participation rate | 72.7% | 86.1%-13.3pp | 81.7%-9.0pp | 82.1%-9.4pp |
| Annual return | 6.16% | 148.42%-142.3pp | 122.10%-115.9pp | 478.82%-472.7pp |
| Employer contribution / active EE | $5,909 | $5,875+0.6% | $5,169+14.3% | $4,839+22.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $16 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |