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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 | $39,028 | $123,793-68.5% | $177,848-78.1% | $79,856-51.1% |
| Participation rate | 97.7% | 84.7%+13.0pp | 87.7%+10.0pp | 69.6%+28.0pp |
| Annual return | 9.45% | 22.82%-13.4pp | 48.33%-38.9pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,929 | $4,095-52.9% | $5,919-67.4% | $2,471-21.9% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $127 | $7,243-98.2% | $12,431-99.0% | $5,306-97.6% |