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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 | $3,409 | $58,851-94.2% | $115,167-97.0% | $72,976-95.3% |
| Participation rate | 94.6% | 65.5%+29.0pp | 75.9%+18.7pp | 69.5%+25.1pp |
| Annual return | 0.01% | 23.16%-23.2pp | 35.60%-35.6pp | 81.02%-81.0pp |
| Employer contribution / active EE | $1,351 | $1,798-24.8% | $3,179-57.5% | $2,440-44.6% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $4,169-100.0% | $3,608-100.0% |
| Admin fee / account holder | $0 | $6,370-100.0% | $7,089-100.0% | $5,124-100.0% |