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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 | $17,623 | $153,769-88.5% | $133,975-86.8% | $273,972-93.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -3.55% | 36.51%-40.1pp | 29.29%-32.8pp | 41.46%-45.0pp |
| Employer contribution / active EE | $8,897 | $6,029+47.6% | $5,211+70.7% | $4,869+82.7% |
| Participant deferral / active EE | $8,526 | $6,958+22.5% | $6,282+35.7% | $5,287+61.2% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |