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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 | $4,347 | $48,078-91.0% | $78,676-94.5% | $62,881-93.1% |
| Participation rate | 96.8% | 65.2%+31.6pp | 73.6%+23.2pp | 69.3%+27.5pp |
| Annual return | 2.21% | 31.36%-29.1pp | 62.19%-60.0pp | 20.14%-17.9pp |
| Employer contribution / active EE | $427 | $2,015-78.8% | $2,850-85.0% | $2,281-81.3% |
| Participant deferral / active EE | $0 | $2,587-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $102 | $3,206-96.8% | $4,510-97.7% | $4,296-97.6% |