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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 | $46,534-78.7% | $64,097-84.6% | $75,177-86.8% |
| Participation rate | 94.5% | 65.9%+28.6pp | 72.3%+22.2pp | 67.2%+27.3pp |
| Annual return | 8.27% | 26.07%-17.8pp | 33.75%-25.5pp | 160.75%-152.5pp |
| Employer contribution / active EE | $1,302 | $1,976-34.1% | $2,750-52.7% | $2,671-51.3% |
| Participant deferral / active EE | $2,249 | $2,835-20.7% | $3,881-42.1% | $4,126-45.5% |
| Admin fee / account holder | $0 | $2,957-100.0% | $3,070-100.0% | $5,651-100.0% |