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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 | $13,397 | $117,829-88.6% | $102,423-86.9% | $145,877-90.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.54% | 31.83%-26.3pp | 29.42%-23.9pp | 551.28%-545.7pp |
| Employer contribution / active EE | $3,701 | $3,615+2.4% | $3,023+22.4% | $4,663-20.6% |
| Participant deferral / active EE | $2,162 | $5,732-62.3% | $5,054-57.2% | $6,691-67.7% |
| Admin fee / account holder | $43 | $13,335-99.7% | $9,455-99.5% | $13,402-99.7% |