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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 | $3,584 | $51,606-93.1% | $129,339-97.2% | $80,911-95.6% |
| Participation rate | 92.9% | 57.0%+35.9pp | 69.6%+23.2pp | 67.6%+25.2pp |
| Annual return | 2.44% | 20.76%-18.3pp | 9437.05%-9434.6pp | 35.63%-33.2pp |
| Employer contribution / active EE | $1,424 | $1,582-10.0% | $4,154-65.7% | $2,756-48.3% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $4,170-100.0% | $4,297-100.0% |
| Admin fee / account holder | $87 | $4,310-98.0% | $7,668-98.9% | $6,935-98.7% |