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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 | $7,580 | $99,345-92.4% | $84,753-91.1% | $273,972-97.2% |
| Participation rate | 83.3% | 80.7%+2.6pp | 76.6%+6.7pp | 83.0%+0.3pp |
| Annual return | 0.20% | 22.93%-22.7pp | 22.78%-22.6pp | 41.46%-41.3pp |
| Employer contribution / active EE | $661 | $4,214-84.3% | $3,574-81.5% | $4,869-86.4% |
| Participant deferral / active EE | $3,307 | $4,270-22.5% | $3,712-10.9% | $5,287-37.4% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |