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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 | $14,887 | $105,856-85.9% | $90,161-83.5% | $147,586-89.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 9.31% | 37.63%-28.3pp | 34.89%-25.6pp | 578.59%-569.3pp |
| Employer contribution / active EE | $2,408 | $4,126-41.7% | $3,318-27.4% | $4,876-50.6% |
| Participant deferral / active EE | $2,838 | $5,733-50.5% | $5,287-46.3% | $5,439-47.8% |
| Admin fee / account holder | $250 | $8,046-96.9% | $5,943-95.8% | $10,886-97.7% |