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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 | $9,733 | $65,712-85.2% | $57,196-83.0% | $273,972-96.4% |
| Participation rate | 94.4% | 78.3%+16.1pp | 75.3%+19.1pp | 83.0%+11.4pp |
| Annual return | -0.37% | 22.01%-22.4pp | 14.59%-15.0pp | 41.46%-41.8pp |
| Employer contribution / active EE | $830 | $3,280-74.7% | $2,683-69.1% | $4,869-82.9% |
| Participant deferral / active EE | $1,046 | $3,782-72.3% | $3,096-66.2% | $5,287-80.2% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |