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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 | $25,680 | $86,294-70.2% | $111,303-76.9% | $85,856-70.1% |
| Participation rate | 84.0% | 73.3%+10.7pp | 77.3%+6.7pp | 69.3%+14.7pp |
| Annual return | 10.08% | 19.99%-9.9pp | 54.66%-44.6pp | 318.58%-308.5pp |
| Employer contribution / active EE | $1,922 | $2,043-5.9% | $2,731-29.6% | $2,565-25.1% |
| Participant deferral / active EE | $2,909 | $3,641-20.1% | $4,487-35.2% | $3,952-26.4% |
| Admin fee / account holder | $8 | $8,189-99.9% | $7,966-99.9% | $6,261-99.9% |