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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 | $15,152 | $88,672-82.9% | $105,223-85.6% | $82,448-81.6% |
| Participation rate | 96.8% | 67.9%+28.8pp | 75.0%+21.7pp | 68.1%+28.7pp |
| Annual return | 2.79% | 30.86%-28.1pp | 180.65%-177.9pp | 41.64%-38.8pp |
| Employer contribution / active EE | $5,645 | $3,048+85.2% | $3,689+53.0% | $2,551+121.3% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $37 | $7,146-99.5% | $8,859-99.6% | $7,234-99.5% |