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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 | $9,328 | $111,814-91.7% | $103,374-91.0% | $145,959-93.6% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 5.83% | 24.77%-18.9pp | 24.89%-19.1pp | 561.95%-556.1pp |
| Employer contribution / active EE | $3,284 | $4,214-22.1% | $3,869-15.1% | $4,661-29.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $44 | $9,754-99.5% | $8,394-99.5% | $13,398-99.7% |