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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 | $7,756 | $96,558-92.0% | $80,977-90.4% | $273,972-97.2% |
| Participation rate | 93.3% | 79.1%+14.3pp | 75.8%+17.5pp | 83.0%+10.3pp |
| Annual return | 0.00% | 15.14%-15.1pp | 17.11%-17.1pp | 41.46%-41.5pp |
| Employer contribution / active EE | $3,371 | $4,869-30.8% | $3,715-9.3% | $4,869-30.8% |
| Participant deferral / active EE | $2,400 | $6,598-63.6% | $5,696-57.9% | $5,287-54.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |