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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 | $7,076 | $93,617-92.4% | $135,982-94.8% | $75,177-90.6% |
| Participation rate | 79.5% | 75.2%+4.3pp | 81.9%-2.4pp | 67.2%+12.3pp |
| Annual return | 11.81% | 30.89%-19.1pp | 68.32%-56.5pp | 160.75%-148.9pp |
| Employer contribution / active EE | $3,762 | $3,538+6.3% | $4,859-22.6% | $2,671+40.8% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19 | $6,980-99.7% | $10,767-99.8% | $5,651-99.7% |