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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 | $16,427 | $142,430-88.5% | $115,170-85.7% | $152,897-89.3% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 1.08% | 41.48%-40.4pp | 35.60%-34.5pp | 345.43%-344.4pp |
| Employer contribution / active EE | $1,666 | $4,011-58.4% | $3,179-47.6% | $4,764-65.0% |
| Participant deferral / active EE | $4,738 | $5,165-8.3% | $4,169+13.6% | $5,851-19.0% |
| Admin fee / account holder | $288 | $8,464-96.6% | $7,089-95.9% | $11,599-97.5% |