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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 | $14,153 | $227,597-93.8% | $189,575-92.5% | $167,536-91.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 6.70% | 78.44%-71.7pp | 64.19%-57.5pp | 478.82%-472.1pp |
| Employer contribution / active EE | $5,368 | $5,316+1.0% | $4,412+21.7% | $4,839+10.9% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $100 | $11,877-99.2% | $9,806-99.0% | $12,315-99.2% |