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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 | $14,318 | $107,368-86.7% | $92,915-84.6% | $152,909-90.6% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.5%+9.9pp |
| Annual return | 4.78% | 145.64%-140.9pp | 109.45%-104.7pp | 345.46%-340.7pp |
| Employer contribution / active EE | $2,828 | $4,222-33.0% | $3,653-22.6% | $4,764-40.6% |
| Participant deferral / active EE | $3,623 | $4,848-25.3% | $4,238-14.5% | $5,851-38.1% |
| Admin fee / account holder | $187 | $7,082-97.4% | $5,796-96.8% | $11,601-98.4% |