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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 | $28,817 | $181,896-84.2% | $156,551-81.6% | $273,972-89.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.95% | 30.74%-29.8pp | 32.23%-31.3pp | 41.46%-40.5pp |
| Employer contribution / active EE | $9,502 | $6,248+52.1% | $5,501+72.7% | $4,869+95.2% |
| Participant deferral / active EE | $7,945 | $5,550+43.2% | $4,871+63.1% | $5,287+50.3% |
| Admin fee / account holder | $126 | $15,560-99.2% | $13,028-99.0% | $10,133-98.8% |