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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 | $13,073 | $76,551-82.9% | $123,894-89.4% | $62,881-79.2% |
| Participation rate | 94.3% | 73.0%+21.4pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 4.11% | 18.68%-14.6pp | 47.52%-43.4pp | 20.14%-16.0pp |
| Employer contribution / active EE | $3,188 | $2,882+10.6% | $4,617-30.9% | $2,281+39.8% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $32 | $4,826-99.3% | $8,357-99.6% | $4,296-99.2% |