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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 | $6,767 | $58,655-88.5% | $91,994-92.6% | $65,186-89.6% |
| Participation rate | 95.1% | 75.3%+19.9pp | 78.6%+16.5pp | 70.2%+24.9pp |
| Annual return | 13.79% | 33.92%-20.1pp | 69.04%-55.2pp | 29.39%-15.6pp |
| Employer contribution / active EE | $2,889 | $2,080+38.9% | $3,453-16.3% | $2,177+32.7% |
| Participant deferral / active EE | $0 | $5,474-100.0% | $5,924-100.0% | $3,514-100.0% |
| Admin fee / account holder | $56 | $434-87.2% | $7,744-99.3% | $847-93.4% |