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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 | $12,848 | $209,336-93.9% | $197,124-93.5% | $137,256-90.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 10.21% | 48.09%-37.9pp | 44.34%-34.1pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,701 | $6,591-74.2% | $6,227-72.7% | $4,156-59.1% |
| Participant deferral / active EE | $5,330 | $9,614-44.6% | $9,135-41.6% | $6,407-16.8% |
| Admin fee / account holder | $95 | $17,308-99.5% | $16,298-99.4% | $12,270-99.2% |