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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 | $11,122 | $84,236-86.8% | $170,435-93.5% | $70,126-84.1% |
| Participation rate | 97.4% | 70.8%+26.5pp | 83.6%+13.8pp | 69.5%+27.8pp |
| Annual return | 10.33% | 23.06%-12.7pp | 205.94%-195.6pp | 73.15%-62.8pp |
| Employer contribution / active EE | $487 | $3,387-85.6% | $5,432-91.0% | $2,343-79.2% |
| Participant deferral / active EE | $1,990 | $3,086-35.5% | $4,939-59.7% | $3,332-40.3% |
| Admin fee / account holder | $88 | $5,698-98.5% | $13,881-99.4% | $4,645-98.1% |