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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 | $31,846 | $153,769-79.3% | $133,975-76.2% | $273,972-88.4% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.1%-9.3pp | 83.0%-5.2pp |
| Annual return | 0.42% | 36.51%-36.1pp | 29.29%-28.9pp | 41.46%-41.0pp |
| Employer contribution / active EE | $4,347 | $6,029-27.9% | $5,211-16.6% | $4,869-10.7% |
| Participant deferral / active EE | $11,734 | $6,958+68.6% | $6,282+86.8% | $5,287+121.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |