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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 | $17,782 | $181,896-90.2% | $156,551-88.6% | $273,972-93.5% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 2.25% | 30.74%-28.5pp | 32.23%-30.0pp | 41.46%-39.2pp |
| Employer contribution / active EE | $7,642 | $6,248+22.3% | $5,501+38.9% | $4,869+57.0% |
| Participant deferral / active EE | $4,982 | $5,550-10.2% | $4,871+2.3% | $5,287-5.8% |
| Admin fee / account holder | $125 | $15,560-99.2% | $13,028-99.0% | $10,133-98.8% |