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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 | $14,532 | $96,562-85.0% | $80,976-82.1% | $273,968-94.7% |
| Participation rate | 88.9% | 79.1%+9.8pp | 75.8%+13.1pp | 83.0%+5.9pp |
| Annual return | 0.58% | 15.14%-14.6pp | 17.10%-16.5pp | 41.45%-40.9pp |
| Employer contribution / active EE | $1,320 | $4,868-72.9% | $3,714-64.5% | $4,869-72.9% |
| Participant deferral / active EE | $1,832 | $6,597-72.2% | $5,696-67.8% | $5,287-65.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,516-100.0% | $10,132-100.0% |