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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 | $12,910 | $86,938-85.2% | $102,423-87.4% | $80,925-84.0% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.7%+4.8pp |
| Annual return | 1.21% | 18.89%-17.7pp | 29.42%-28.2pp | 35.65%-34.4pp |
| Employer contribution / active EE | $9,225 | $2,369+289.4% | $3,023+205.2% | $2,756+234.7% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $256 | $8,053-96.8% | $9,455-97.3% | $6,940-96.3% |