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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 | $14,192 | $105,856-86.6% | $90,161-84.3% | $147,586-90.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.22% | 37.63%-28.4pp | 34.89%-25.7pp | 578.59%-569.4pp |
| Employer contribution / active EE | $3,310 | $4,126-19.8% | $3,318-0.2% | $4,876-32.1% |
| Participant deferral / active EE | $3,522 | $5,733-38.6% | $5,287-33.4% | $5,439-35.2% |
| Admin fee / account holder | $183 | $8,046-97.7% | $5,943-96.9% | $10,886-98.3% |