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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 | $22,626 | $217,427-89.6% | $185,837-87.8% | $167,518-86.5% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.99% | 148.39%-143.4pp | 122.08%-117.1pp | 478.71%-473.7pp |
| Employer contribution / active EE | $5,891 | $5,874+0.3% | $5,168+14.0% | $4,838+21.8% |
| Participant deferral / active EE | $10,168 | $6,357+59.9% | $5,568+82.6% | $6,342+60.3% |
| Admin fee / account holder | $162 | $19,816-99.2% | $16,241-99.0% | $12,312-98.7% |