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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 | $6,880 | $78,690-91.3% | $161,489-95.7% | $87,485-92.1% |
| Participation rate | 87.0% | 67.5%+19.5pp | 78.7%+8.3pp | 68.9%+18.0pp |
| Annual return | 11.56% | 32.74%-21.2pp | 89.72%-78.2pp | 26.06%-14.5pp |
| Employer contribution / active EE | $822 | $2,588-68.3% | $4,268-80.7% | $2,596-68.4% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $287 | $6,724-95.7% | $16,006-98.2% | $7,775-96.3% |