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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 | $9,525 | $89,370-89.3% | $141,197-93.3% | $72,976-86.9% |
| Participation rate | 80.8% | 75.1%+5.6pp | 82.5%-1.7pp | 69.5%+11.3pp |
| Annual return | 1.19% | 111.88%-110.7pp | 71.41%-70.2pp | 81.02%-79.8pp |
| Employer contribution / active EE | $1,281 | $3,115-58.9% | $4,736-73.0% | $2,440-47.5% |
| Participant deferral / active EE | $2,460 | $5,419-54.6% | $6,710-63.3% | $3,608-31.8% |
| Admin fee / account holder | $212 | $5,957-96.4% | $10,265-97.9% | $5,124-95.9% |