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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 | $2,193 | $95,453-97.7% | $112,040-98.0% | $82,448-97.3% |
| Participation rate | 82.9% | 72.8%+10.2pp | 76.5%+6.4pp | 68.1%+14.9pp |
| Annual return | 2.32% | 23.92%-21.6pp | 24.52%-22.2pp | 41.64%-39.3pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $9,013-100.0% | $12,098-100.0% | $7,234-100.0% |