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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 | $12,262 | $135,956-91.0% | $123,894-90.1% | $273,972-95.5% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 0.88% | 56.63%-55.7pp | 47.52%-46.6pp | 41.46%-40.6pp |
| Employer contribution / active EE | $5,610 | $5,170+8.5% | $4,617+21.5% | $4,869+15.2% |
| Participant deferral / active EE | $3,310 | $6,343-47.8% | $5,984-44.7% | $5,287-37.4% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |