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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 | $15,121 | $176,786-91.4% | $146,643-89.7% | $167,536-91.0% |
| Participation rate | 85.7% | 83.6%+2.1pp | 80.1%+5.6pp | 82.1%+3.6pp |
| Annual return | -0.58% | 24.04%-24.6pp | 22.75%-23.3pp | 478.82%-479.4pp |
| Employer contribution / active EE | $7,876 | $5,161+52.6% | $4,137+90.4% | $4,839+62.8% |
| Participant deferral / active EE | $0 | $6,440-100.0% | $5,506-100.0% | $6,342-100.0% |
| Admin fee / account holder | $32 | $13,262-99.8% | $10,280-99.7% | $12,315-99.7% |