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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 | $12,383 | $160,040-92.3% | $147,096-91.6% | $145,877-91.5% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 6.52% | 98.49%-92.0pp | 419.75%-413.2pp | 551.28%-544.8pp |
| Employer contribution / active EE | $2,253 | $5,289-57.4% | $4,936-54.4% | $4,663-51.7% |
| Participant deferral / active EE | $4,340 | $8,429-48.5% | $8,071-46.2% | $6,691-35.1% |
| Admin fee / account holder | $23 | $15,050-99.8% | $13,005-99.8% | $13,402-99.8% |