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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 | $19,446 | $217,432-91.1% | $185,851-89.5% | $167,553-88.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.96% | 148.43%-147.5pp | 122.11%-121.1pp | 478.89%-477.9pp |
| Employer contribution / active EE | $5,544 | $5,874-5.6% | $5,168+7.3% | $4,840+14.6% |
| Participant deferral / active EE | $4,875 | $6,357-23.3% | $5,569-12.5% | $6,343-23.1% |
| Admin fee / account holder | $31 | $19,820-99.8% | $16,245-99.8% | $12,316-99.8% |