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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 | $3,797 | $102,828-96.3% | $105,387-96.4% | $152,909-97.5% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.6%+9.1pp | 82.5%+9.2pp |
| Annual return | 6.51% | 20.85%-14.3pp | 26.82%-20.3pp | 345.46%-339.0pp |
| Employer contribution / active EE | $1,667 | $4,473-62.7% | $4,213-60.4% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $5,465-100.0% | $5,502-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4 | $8,683-100.0% | $6,559-99.9% | $11,601-100.0% |