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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 | $9,892 | $46,596-78.8% | $64,085-84.6% | $75,173-86.8% |
| Participation rate | 94.5% | 65.9%+28.6pp | 72.3%+22.2pp | 67.2%+27.3pp |
| Annual return | 8.27% | 26.04%-17.8pp | 33.69%-25.4pp | 160.65%-152.4pp |
| Employer contribution / active EE | $1,302 | $1,975-34.1% | $2,747-52.6% | $2,670-51.3% |
| Participant deferral / active EE | $2,249 | $2,839-20.8% | $3,881-42.1% | $4,126-45.5% |
| Admin fee / account holder | $0 | $2,954-100.0% | $3,069-100.0% | $5,651-100.0% |