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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 | $13,698 | $85,171-83.9% | $172,753-92.1% | $72,976-81.2% |
| Participation rate | 97.2% | 70.1%+27.2pp | 82.6%+14.6pp | 69.5%+27.7pp |
| Annual return | 2.90% | 27.32%-24.4pp | 803.00%-800.1pp | 81.02%-78.1pp |
| Employer contribution / active EE | $571 | $3,324-82.8% | $5,144-88.9% | $2,440-76.6% |
| Participant deferral / active EE | $1,297 | $3,260-60.2% | $5,198-75.0% | $3,608-64.0% |
| Admin fee / account holder | $4 | $5,880-99.9% | $13,956-100.0% | $5,124-99.9% |