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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 | $15,158 | $201,370-92.5% | $184,256-91.8% | $145,897-89.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 4.59% | 29.05%-24.5pp | 28.85%-24.3pp | 552.29%-547.7pp |
| Employer contribution / active EE | $3,930 | $7,024-44.1% | $6,427-38.9% | $4,663-15.7% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |