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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 | $10,737 | $91,198-88.2% | $178,503-94.0% | $79,856-86.6% |
| Participation rate | 81.8% | 69.2%+12.6pp | 81.9%-0.1pp | 69.6%+12.2pp |
| Annual return | 4.10% | 24.20%-20.1pp | 151.12%-147.0pp | 31.71%-27.6pp |
| Employer contribution / active EE | $1,544 | $3,257-52.6% | $5,011-69.2% | $2,471-37.5% |
| Participant deferral / active EE | $1,141 | $3,237-64.8% | $5,202-78.1% | $3,741-69.5% |
| Admin fee / account holder | $111 | $6,748-98.4% | $13,987-99.2% | $5,306-97.9% |