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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 | $5,356 | $57,061-90.6% | $85,063-93.7% | $80,911-93.4% |
| Participation rate | 86.6% | 56.3%+30.2pp | 67.5%+19.1pp | 67.6%+18.9pp |
| Annual return | 7.71% | 21.66%-14.0pp | 66.54%-58.8pp | 35.63%-27.9pp |
| Employer contribution / active EE | $1,730 | $1,799-3.8% | $2,727-36.6% | $2,756-37.2% |
| Participant deferral / active EE | $1,217 | $3,110-60.9% | $4,523-73.1% | $4,297-71.7% |
| Admin fee / account holder | $247 | $4,986-95.1% | $6,155-96.0% | $6,935-96.4% |