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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 | $5,091 | $85,060-94.0% | $70,565-92.8% | $139,487-96.4% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.4%+19.1pp | 80.3%+7.2pp |
| Annual return | 5.61% | 30.39%-24.8pp | 32.79%-27.2pp | 373.84%-368.2pp |
| Employer contribution / active EE | $4,655 | $3,912+19.0% | $2,976+56.4% | $4,755-2.1% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,568-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,932-100.0% | $6,430-100.0% | $11,407-100.0% |