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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 | $7,230 | $135,956-94.7% | $123,894-94.2% | $273,972-97.4% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 3.41% | 56.63%-53.2pp | 47.52%-44.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $1,523 | $5,170-70.5% | $4,617-67.0% | $4,869-68.7% |
| Participant deferral / active EE | $4,813 | $6,343-24.1% | $5,984-19.6% | $5,287-9.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |