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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 | $17,096 | $153,769-88.9% | $133,975-87.2% | $273,972-93.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -1.38% | 36.51%-37.9pp | 29.29%-30.7pp | 41.46%-42.8pp |
| Employer contribution / active EE | $7,130 | $6,029+18.3% | $5,211+36.8% | $4,869+46.4% |
| Participant deferral / active EE | $5,532 | $6,958-20.5% | $6,282-11.9% | $5,287+4.6% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |