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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 | $9,119 | $86,288-89.4% | $111,306-91.8% | $85,851-89.4% |
| Participation rate | 97.7% | 73.3%+24.3pp | 77.3%+20.4pp | 69.3%+28.4pp |
| Annual return | 0.35% | 19.99%-19.6pp | 54.67%-54.3pp | 318.63%-318.3pp |
| Employer contribution / active EE | $2,326 | $2,044+13.8% | $2,732-14.9% | $2,565-9.4% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $136 | $8,189-98.3% | $7,966-98.3% | $6,261-97.8% |