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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 | $22,732 | $184,000-87.6% | $162,185-86.0% | $152,909-85.1% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 4.52% | 150.80%-146.3pp | 115.61%-111.1pp | 345.46%-340.9pp |
| Employer contribution / active EE | $1,940 | $6,370-69.5% | $5,613-65.4% | $4,764-59.3% |
| Participant deferral / active EE | $5,800 | $8,033-27.8% | $7,297-20.5% | $5,851-0.9% |
| Admin fee / account holder | $176 | $13,124-98.7% | $10,844-98.4% | $11,601-98.5% |