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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 | $10,360 | $41,377-75.0% | $109,313-90.5% | $62,881-83.5% |
| Participation rate | 94.3% | 57.5%+36.7pp | 71.3%+23.0pp | 69.3%+25.0pp |
| Annual return | -0.46% | 11.05%-11.5pp | 22.07%-22.5pp | 20.14%-20.6pp |
| Employer contribution / active EE | $2,124 | $1,276+66.4% | $3,892-45.4% | $2,281-6.9% |
| Participant deferral / active EE | $2,171 | $2,045+6.2% | $3,166-31.4% | $3,203-32.2% |
| Admin fee / account holder | $0 | $2,884-100.0% | $5,666-100.0% | $4,296-100.0% |