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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 | $8,497 | $181,896-95.3% | $156,551-94.6% | $273,972-96.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.29% | 30.74%-28.5pp | 32.23%-29.9pp | 41.46%-39.2pp |
| Employer contribution / active EE | $5,085 | $6,248-18.6% | $5,501-7.6% | $4,869+4.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $99 | $15,560-99.4% | $13,028-99.2% | $10,133-99.0% |