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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 | $9,289 | $48,078-80.7% | $78,676-88.2% | $62,881-85.2% |
| Participation rate | 94.1% | 65.2%+28.9pp | 73.6%+20.6pp | 69.3%+24.8pp |
| Annual return | 3.64% | 31.36%-27.7pp | 62.19%-58.6pp | 20.14%-16.5pp |
| Employer contribution / active EE | $1,043 | $2,015-48.2% | $2,850-63.4% | $2,281-54.3% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $39 | $3,206-98.8% | $4,510-99.1% | $4,296-99.1% |