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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 | $14,970 | $56,544-73.5% | $75,501-80.2% | $70,126-78.7% |
| Participation rate | 75.0% | 68.1%+6.9pp | 72.4%+2.6pp | 69.5%+5.5pp |
| Annual return | 11.71% | 23.59%-11.9pp | 27.35%-15.6pp | 73.15%-61.4pp |
| Employer contribution / active EE | $1,818 | $1,817+0.1% | $2,352-22.7% | $2,343-22.4% |
| Participant deferral / active EE | $984 | $2,580-61.9% | $3,142-68.7% | $3,332-70.5% |
| Admin fee / account holder | $253 | $3,827-93.4% | $5,801-95.6% | $4,645-94.5% |