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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 | $10,195 | $165,399-93.8% | $149,745-93.2% | $158,982-93.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 5.99% | 348.34%-342.3pp | 276.72%-270.7pp | 302.99%-297.0pp |
| Employer contribution / active EE | $4,496 | $5,105-11.9% | $4,646-3.2% | $4,763-5.6% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |