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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 | $16,946 | $215,361-92.1% | $171,082-90.1% | $273,972-93.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 76.7%+3.3pp | 83.0%-3.0pp |
| Annual return | -0.05% | 25.14%-25.2pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $7,205 | $4,967+45.1% | $4,002+80.0% | $4,869+48.0% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10 | $10,846-99.9% | $8,520-99.9% | $10,133-99.9% |