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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 | $10,942 | $80,992-86.5% | $96,534-88.7% | $75,173-85.4% |
| Participation rate | 93.1% | 71.8%+21.3pp | 76.0%+17.1pp | 67.2%+25.9pp |
| Annual return | 3.19% | 27.05%-23.9pp | 25.88%-22.7pp | 160.72%-157.5pp |
| Employer contribution / active EE | $3,448 | $2,283+51.1% | $2,965+16.3% | $2,671+29.1% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,717-100.0% | $8,253-100.0% | $5,651-100.0% |