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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 | $3,438 | $66,402-94.8% | $109,895-96.9% | $85,856-96.0% |
| Participation rate | 96.4% | 63.9%+32.6pp | 74.2%+22.2pp | 69.3%+27.1pp |
| Annual return | 6.13% | 19.59%-13.5pp | 29.46%-23.3pp | 318.58%-312.5pp |
| Employer contribution / active EE | $1,861 | $1,687+10.3% | $2,843-34.6% | $2,565-27.5% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,049-100.0% | $3,952-100.0% |
| Admin fee / account holder | $70 | $4,557-98.5% | $6,067-98.8% | $6,261-98.9% |