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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 | $5,665 | $56,134-89.9% | $96,171-94.1% | $85,847-93.4% |
| Participation rate | 92.1% | 56.7%+35.4pp | 68.4%+23.7pp | 69.3%+22.8pp |
| Annual return | 8.30% | 42.30%-34.0pp | 192.04%-183.7pp | 318.61%-310.3pp |
| Employer contribution / active EE | $860 | $1,620-46.9% | $2,799-69.3% | $2,565-66.5% |
| Participant deferral / active EE | $1,207 | $2,858-57.8% | $4,350-72.3% | $3,952-69.5% |
| Admin fee / account holder | $280 | $3,769-92.6% | $5,538-94.9% | $6,261-95.5% |