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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 | $14,630 | $183,516-92.0% | $155,534-90.6% | $145,884-90.0% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 7.93% | 61.43%-53.5pp | 64.92%-57.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $5,059 | $5,315-4.8% | $4,675+8.2% | $4,662+8.5% |
| Participant deferral / active EE | $2,228 | $6,467-65.5% | $5,630-60.4% | $6,690-66.7% |
| Admin fee / account holder | $182 | $19,293-99.1% | $15,900-98.9% | $13,392-98.6% |