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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 | $18,414 | $85,766-78.5% | $136,298-86.5% | $70,126-73.7% |
| Participation rate | 92.3% | 74.2%+18.2pp | 81.9%+10.4pp | 69.5%+22.8pp |
| Annual return | 12.76% | 31.46%-18.7pp | 5156.27%-5143.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $1,923 | $2,966-35.2% | $4,696-59.0% | $2,343-17.9% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $221 | $5,421-95.9% | $9,244-97.6% | $4,645-95.3% |