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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 | $25,859 | $209,428-87.7% | $178,498-85.5% | $158,950-83.7% |
| Participation rate | 70.6% | 86.4%-15.8pp | 81.9%-11.3pp | 82.0%-11.4pp |
| Annual return | 5.72% | 188.78%-183.1pp | 151.09%-145.4pp | 302.91%-297.2pp |
| Employer contribution / active EE | $1,577 | $5,707-72.4% | $5,011-68.5% | $4,762-66.9% |
| Participant deferral / active EE | $4,358 | $5,955-26.8% | $5,202-16.2% | $5,983-27.2% |
| Admin fee / account holder | $221 | $17,077-98.7% | $13,985-98.4% | $11,248-98.0% |