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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 | $21,797 | $136,860-84.1% | $120,344-81.9% | $154,746-85.9% |
| Participation rate | 93.3% | 79.9%+13.4pp | 76.7%+16.6pp | 80.7%+12.6pp |
| Annual return | 7.49% | 21.38%-13.9pp | 20.30%-12.8pp | 172.34%-164.8pp |
| Employer contribution / active EE | $2,280 | $3,533-35.5% | $3,020-24.5% | $4,379-47.9% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $218 | $15,393-98.6% | $12,742-98.3% | $14,365-98.5% |