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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 | $14,427 | $93,617-84.6% | $135,982-89.4% | $75,177-80.8% |
| Participation rate | 91.5% | 75.2%+16.3pp | 81.9%+9.5pp | 67.2%+24.3pp |
| Annual return | 2.02% | 30.89%-28.9pp | 68.32%-66.3pp | 160.75%-158.7pp |
| Employer contribution / active EE | $5,002 | $3,538+41.4% | $4,859+3.0% | $2,671+87.3% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |