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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 | $5,007 | $93,617-94.7% | $135,982-96.3% | $75,177-93.3% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 11.47% | 30.89%-19.4pp | 68.32%-56.9pp | 160.75%-149.3pp |
| Employer contribution / active EE | $2,191 | $3,538-38.1% | $4,859-54.9% | $2,671-18.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $99 | $6,980-98.6% | $10,767-99.1% | $5,651-98.2% |