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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 | $8,096 | $77,814-89.6% | $158,223-94.9% | $86,983-90.7% |
| Participation rate | 95.1% | 68.4%+26.7pp | 79.2%+15.9pp | 69.5%+25.6pp |
| Annual return | 11.31% | 30.54%-19.2pp | 52.09%-40.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $284 | $2,592-89.0% | $4,109-93.1% | $2,584-89.0% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $5,467-100.0% | $4,194-100.0% |
| Admin fee / account holder | $234 | $5,879-96.0% | $16,047-98.5% | $7,856-97.0% |