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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 | $36,956 | $275,752-86.6% | $256,809-85.6% | $198,609-81.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 1.40% | 34.81%-33.4pp | 32.73%-31.3pp | 202.70%-201.3pp |
| Employer contribution / active EE | $3,891 | $7,721-49.6% | $7,263-46.4% | $5,055-23.0% |
| Participant deferral / active EE | $10,250 | $10,037+2.1% | $9,520+7.7% | $6,977+46.9% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |