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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 | $9,770 | $106,247-90.8% | $96,515-89.9% | $139,466-93.0% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 6.32% | 38.47%-32.1pp | 35.73%-29.4pp | 373.66%-367.3pp |
| Employer contribution / active EE | $4,689 | $4,106+14.2% | $3,740+25.4% | $4,754-1.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $9 | $7,885-99.9% | $6,735-99.9% | $11,409-99.9% |