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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 | $13,434 | $91,179-85.3% | $178,499-92.5% | $79,852-83.2% |
| Participation rate | 94.3% | 69.2%+25.1pp | 81.9%+12.4pp | 69.6%+24.6pp |
| Annual return | 0.85% | 24.19%-23.3pp | 151.10%-150.3pp | 31.72%-30.9pp |
| Employer contribution / active EE | $2,433 | $3,256-25.3% | $5,011-51.4% | $2,471-1.5% |
| Participant deferral / active EE | $3,454 | $3,236+6.7% | $5,202-33.6% | $3,740-7.7% |
| Admin fee / account holder | $45 | $6,749-99.3% | $13,986-99.7% | $5,306-99.2% |