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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 | $23,083 | $124,336-81.4% | $111,303-79.3% | $167,518-86.2% |
| Participation rate | 93.3% | 79.6%+13.7pp | 77.3%+16.0pp | 82.1%+11.2pp |
| Annual return | 3.91% | 37.45%-33.5pp | 54.66%-50.8pp | 478.71%-474.8pp |
| Employer contribution / active EE | $3,790 | $3,436+10.3% | $2,731+38.8% | $4,838-21.7% |
| Participant deferral / active EE | $2,078 | $5,181-59.9% | $4,487-53.7% | $6,342-67.2% |
| Admin fee / account holder | $219 | $10,623-97.9% | $7,966-97.2% | $12,312-98.2% |