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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 | $9,001 | $48,053-81.3% | $84,623-89.4% | $72,983-87.7% |
| Participation rate | 74.4% | 57.6%+16.8pp | 68.2%+6.1pp | 69.5%+4.9pp |
| Annual return | 15.04% | 37.39%-22.3pp | 258.77%-243.7pp | 81.01%-66.0pp |
| Employer contribution / active EE | $815 | $1,602-49.1% | $2,652-69.3% | $2,440-66.6% |
| Participant deferral / active EE | $1,840 | $2,681-31.3% | $3,899-52.8% | $3,608-49.0% |
| Admin fee / account holder | $234 | $3,395-93.1% | $4,913-95.2% | $5,124-95.4% |