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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 | $7,169 | $65,367-89.0% | $92,915-92.3% | $72,976-90.2% |
| Participation rate | 73.7% | 68.3%+5.4pp | 76.0%-2.3pp | 69.5%+4.2pp |
| Annual return | 8.33% | 42.11%-33.8pp | 109.45%-101.1pp | 81.02%-72.7pp |
| Employer contribution / active EE | $3,472 | $2,594+33.9% | $3,653-5.0% | $2,440+42.3% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $23 | $4,251-99.5% | $5,796-99.6% | $5,124-99.6% |