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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 | $9,218 | $62,672-85.3% | $185,117-95.0% | $70,126-86.9% |
| Participation rate | 95.7% | 63.8%+31.9pp | 77.3%+18.4pp | 69.5%+26.1pp |
| Annual return | 9.52% | 40.79%-31.3pp | 40.50%-31.0pp | 73.15%-63.6pp |
| Employer contribution / active EE | $1,377 | $1,753-21.4% | $4,182-67.1% | $2,343-41.2% |
| Participant deferral / active EE | $0 | $3,272-100.0% | $5,045-100.0% | $3,332-100.0% |
| Admin fee / account holder | $91 | $3,932-97.7% | $8,159-98.9% | $4,645-98.0% |