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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 | $14,703 | $88,672-83.4% | $105,223-86.0% | $82,448-82.2% |
| Participation rate | 98.8% | 67.9%+30.8pp | 75.0%+23.7pp | 68.1%+30.7pp |
| Annual return | 4.02% | 30.86%-26.8pp | 180.65%-176.6pp | 41.64%-37.6pp |
| Employer contribution / active EE | $3,086 | $3,048+1.3% | $3,689-16.3% | $2,551+21.0% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $219 | $7,146-96.9% | $8,859-97.5% | $7,234-97.0% |