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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 | $15,479 | $115,814-86.6% | $101,275-84.7% | $158,982-90.3% |
| Participation rate | 91.7% | 79.4%+12.3pp | 75.8%+15.9pp | 82.0%+9.7pp |
| Annual return | 3.41% | 56.16%-52.7pp | 46.48%-43.1pp | 302.99%-299.6pp |
| Employer contribution / active EE | $1,956 | $4,176-53.2% | $3,660-46.6% | $4,763-58.9% |
| Participant deferral / active EE | $3,592 | $4,958-27.6% | $4,371-17.8% | $5,983-40.0% |
| Admin fee / account holder | $54 | $7,249-99.3% | $5,948-99.1% | $11,252-99.5% |