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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 | $11,121 | $96,558-88.5% | $80,977-86.3% | $273,972-95.9% |
| Participation rate | 86.7% | 79.1%+7.6pp | 75.8%+10.9pp | 83.0%+3.7pp |
| Annual return | 1.94% | 15.14%-13.2pp | 17.11%-15.2pp | 41.46%-39.5pp |
| Employer contribution / active EE | $1,788 | $4,869-63.3% | $3,715-51.9% | $4,869-63.3% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |