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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 | $25,224 | $176,838-85.7% | $146,685-82.8% | $167,518-84.9% |
| Participation rate | 90.0% | 83.6%+6.4pp | 80.1%+9.9pp | 82.1%+7.9pp |
| Annual return | 2.54% | 24.04%-21.5pp | 22.75%-20.2pp | 478.71%-476.2pp |
| Employer contribution / active EE | $3,240 | $5,161-37.2% | $4,137-21.7% | $4,838-33.0% |
| Participant deferral / active EE | $4,869 | $6,441-24.4% | $5,507-11.6% | $6,342-23.2% |
| Admin fee / account holder | $65 | $13,262-99.5% | $10,281-99.4% | $12,312-99.5% |