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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 | $12,634 | $70,418-82.1% | $96,570-86.9% | $85,847-85.3% |
| Participation rate | 80.5% | 61.8%+18.7pp | 69.8%+10.7pp | 69.3%+11.2pp |
| Annual return | 10.93% | 18.59%-7.7pp | 37.79%-26.9pp | 318.61%-307.7pp |
| Employer contribution / active EE | $808 | $1,413-42.8% | $2,357-65.7% | $2,565-68.5% |
| Participant deferral / active EE | $1,552 | $2,894-46.4% | $3,849-59.7% | $3,952-60.7% |
| Admin fee / account holder | $234 | $4,995-95.3% | $6,182-96.2% | $6,261-96.3% |