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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 | $3,579 | $86,938-95.9% | $102,423-96.5% | $80,925-95.6% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.1pp |
| Annual return | 4.15% | 18.89%-14.7pp | 29.42%-25.3pp | 35.65%-31.5pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,023-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $8,053-100.0% | $9,455-100.0% | $6,940-100.0% |