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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 | $10,540 | $118,877-91.1% | $96,570-89.1% | $167,536-93.7% |
| Participation rate | 91.7% | 75.5%+16.2pp | 69.8%+21.8pp | 82.1%+9.6pp |
| Annual return | 5.32% | 50.50%-45.2pp | 37.79%-32.5pp | 478.82%-473.5pp |
| Employer contribution / active EE | $3,917 | $3,121+25.5% | $2,357+66.2% | $4,839-19.1% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |