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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 | $20,510 | $98,776-79.2% | $149,745-86.3% | $79,856-74.3% |
| Participation rate | 81.0% | 75.8%+5.2pp | 82.5%-1.5pp | 69.6%+11.3pp |
| Annual return | 11.99% | 27.38%-15.4pp | 276.72%-264.7pp | 31.71%-19.7pp |
| Employer contribution / active EE | $7,725 | $3,217+140.1% | $4,646+66.3% | $2,471+212.6% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |